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Advisory Alpha’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Advisory Alpha’s Portfolio ETHO Stock Details ETHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,761
Closed -$432K – 387
2023
Q4 		$432K Buy
7,761
+991
+15% +$50.4K 0.02% 215
2023
Q3 		$339K Buy
6,770
+16
+0.2% +$846 0.02% 224
2023
Q2 		$360K Buy
+6,754
New +$345K 0.02% 238

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Advisory Alpha's ETHO Position: Q1 2024 in Review

Advisory Alpha sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2024, closing a stake of 7,761 shares — an estimated $432K sold.

Advisory Alpha first reported a position in ETHO in Q2 2023 and held it in 3 quarters. The position peaked at $432K in Q4 2023. 52 funds tracked by Wall St. Rank hold ETHO as of Q1 2024.

  • Advisory Alpha reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Alpha sold 7,761 Amplify Etho Climate Leadership US ETF shares in Q1 2024, an estimated $432K.
  • Advisory Alpha first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2023 and held it in 3 quarters.
  • Advisory Alpha's Amplify Etho Climate Leadership US ETF position peaked at $432K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2024.

Based on Advisory Alpha's 13F filing for Q1 2024, filed 6 May 2024.