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Allegheny Financial Group’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Allegheny Financial Group’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
2026
Q2 		$466K Sell
5,775
-111
-2% -$8.24K 0.05% 180
2026
Q1 		$389K Sell
5,886
-1,157
-16% -$78.7K 0.05% 180
2025
Q4 		$460K Sell
7,043
-14,473
-67% -$939K 0.07% 154
2025
Q3 		$1.37M Buy
21,516
+1,108
+5% +$67.8K 0.26% 71
2025
Q2 		$1.19M Buy
20,408
+636
+3% +$35.1K 0.26% 70
2025
Q1 		$1.09M Buy
19,772
+332
+2% +$19.6K 0.28% 69
2024
Q4 		$1.16M Buy
19,440
+706
+4% +$43.2K 0.3% 63
2024
Q3 		$1.12M Buy
18,734
+2,054
+12% +$119K 0.28% 71
2024
Q2 		$942K Buy
16,680
+6,367
+62% +$357K 0.27% 71
2024
Q1 		$603K Sell
10,313
-1,928
-16% -$107K 0.19% 101
2023
Q4 		$681K Buy
12,241
+648
+6% +$33K 0.22% 93
2023
Q3 		$580K Buy
11,593
+2,391
+26% +$126K 0.22% 88
2023
Q2 		$490K Buy
9,202
+571
+7% +$29.2K 0.23% 90
2023
Q1 		$450K Buy
8,631
+802
+10% +$41.9K 0.18% 108
2022
Q4 		$387K Buy
7,829
+2,615
+50% +$130K 0.16% 110
2022
Q3 		$240K Buy
+5,214
New +$268K 0.11% 131

Other funds holding ETHO

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Allegheny Financial Group's ETHO Position: Q2 2026 in Review

Allegheny Financial Group reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 1.9% in Q2 2026, selling an estimated $8.24K and leaving 5,775 shares worth $466K. The position accounts for 0.05% of the portfolio, ranked #180.

Allegheny Financial Group first reported a position in ETHO in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q3 2025. 36 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • Allegheny Financial Group held 5,775 shares of Amplify Etho Climate Leadership US ETF worth $466K as of Q2 2026.
  • Allegheny Financial Group sold 111 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $8.24K.
  • Amplify Etho Climate Leadership US ETF made up 0.05% of Allegheny Financial Group's portfolio in Q2 2026, its #180 holding.
  • Allegheny Financial Group first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2022 and has held it in 16 quarters since.
  • Allegheny Financial Group's Amplify Etho Climate Leadership US ETF position peaked at $1.37M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.