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Avion Wealth’s Amplify Energy AMPY Stock Holding History

Avion Wealth’s Portfolio AMPY Stock Details AMPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1K Hold
397
– – ﹤0.01% 1166
2026
Q1 		$2K Hold
397
– – ﹤0.01% 838
2025
Q4 		$1K Hold
397
– – ﹤0.01% 960
2025
Q3 		$2K Hold
397
– – ﹤0.01% 825
2025
Q2 		$1K Buy
+397
New +$1.18K ﹤0.01% 897
2024
Q4 		– Sell
-85
Closed – – 984
2024
Q3 		$0 Hold
85
– – ﹤0.01% 973
2024
Q2 		$0 Hold
85
– – ﹤0.01% 886
2024
Q1 		$1K Sell
85
-81
-49% -$492 ﹤0.01% 833
2023
Q4 		$1K Buy
+166
New +$1.07K ﹤0.01% 669

Other funds holding AMPY

CF
CDC Financial Chicago, Illinois $239M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Avion Wealth's AMPY Position: Q2 2026 in Review

Avion Wealth held its Amplify Energy (AMPY) position steady in Q2 2026 at 397 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Avion Wealth first reported a position in AMPY in Q4 2023 and has held it in 9 quarters since. The position peaked at $2K in Q1 2026. 128 funds tracked by Wall St. Rank hold AMPY as of Q2 2026.

  • Avion Wealth held 397 shares of Amplify Energy worth $1K as of Q2 2026.
  • Avion Wealth left its Amplify Energy share count unchanged in Q2 2026.
  • Amplify Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1166 holding.
  • Avion Wealth first reported a position in Amplify Energy in Q4 2023 and has held it in 9 quarters since.
  • Avion Wealth's Amplify Energy position peaked at $2K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Amplify Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.