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

Advisory Services Network’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
2023 Q3	–	Sell	-4,061	Closed	-$216K	–	1488
2023 Q2	$216K	Buy	4,061 +980	+32%	+$50.1K	0.01%	1266
2023 Q1	$161K	Buy	3,081 +545	+21%	+$28.5K	﹤0.01%	1403
2022 Q4	$125K	Buy	+2,536	New	+$126K	﹤0.01%	1500
2021 Q3	–	Sell	-2,837	Closed	-$172K	–	1957
2021 Q2	$172K	Buy	+2,837	New	+$167K	0.01%	1339
2021 Q1	–	Sell	-5,014	Closed	-$266K	–	1786
2020 Q4	$266K	Buy	5,014 +105	+2%	+$5.13K	0.01%	960
2020 Q3	$217K	Sell	4,909 -430	-8%	-$18.8K	0.01%	947
2020 Q2	$220K	Buy	5,339 +107	+2%	+$4.07K	0.01%	908
2020 Q1	$172K	Buy	5,232 +1,597	+44%	+$64.3K	0.01%	867
2019 Q4	$155K	Buy	+3,635	New	+$149K	0.01%	981

Other funds holding ETHO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Advisory Services Network's ETHO Position: Q3 2023 in Review

Advisory Services Network sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2023, closing a stake of 4,061 shares — an estimated $216K sold.

Advisory Services Network first reported a position in ETHO in Q4 2019 and held it in 9 quarters. The position peaked at $266K in Q4 2020. 53 funds tracked by Wall St. Rank hold ETHO as of Q3 2023.

Advisory Services Network reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2023 after selling out during the quarter.
Advisory Services Network sold 4,061 Amplify Etho Climate Leadership US ETF shares in Q3 2023, an estimated $216K.
Advisory Services Network first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2019 and held it in 9 quarters.
Advisory Services Network's Amplify Etho Climate Leadership US ETF position peaked at $266K in Q4 2020.
53 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2023.

Based on Advisory Services Network's 13F filing for Q3 2023, filed 14 Nov 2023.