Amplius Wealth Advisors’s Amplius Aggressive Asset Allocation ETF AAAA Stock Holding History

Amplius Wealth Advisors’s Portfolio AAAA Stock Details AAAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$280M	Buy	9,189,648 +98,863	+1%	+$3.01M	19.2%	1
2026 Q2	$277M	Buy	9,090,785 +24,960	+0.3%	+$738K	20.28%	1
2026 Q1	$243M	Buy	9,065,825 +118,536	+1%	+$3.27M	20.21%	1
2025 Q4	$245M	Buy	8,947,289 +153,259	+2%	+$4.16M	20.52%	1
2025 Q3	$235M	Buy	+8,794,030	New	+$228M	20.27%	1

Amplius Wealth Advisors's AAAA Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Amplius Aggressive Asset Allocation ETF (AAAA) stake by 1.1% in Q3 2026, buying an estimated $3.01M and bringing the position to 9,189,648 shares worth $280M. The position accounts for 19.2% of the portfolio, ranked #1.

Amplius Wealth Advisors first reported a position in AAAA in Q3 2025 and has held it in 5 quarters since. 1 fund tracked by Wall St. Rank holds AAAA as of Q3 2026.

Amplius Wealth Advisors held 9,189,648 shares of Amplius Aggressive Asset Allocation ETF worth $280M as of Q3 2026.
Amplius Wealth Advisors bought 98,863 Amplius Aggressive Asset Allocation ETF shares in Q3 2026, an estimated $3.01M.
Amplius Aggressive Asset Allocation ETF made up 19.2% of Amplius Wealth Advisors's portfolio in Q3 2026, its #1 holding.
Amplius Wealth Advisors first reported a position in Amplius Aggressive Asset Allocation ETF in Q3 2025 and has held it in 5 quarters since.
1 fund tracked by Wall St. Rank held Amplius Aggressive Asset Allocation ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.