Appleton Partners’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Appleton Partners’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
2021 Q3	–	Sell	-7,235	Closed	-$438K	–	293
2021 Q2	$438K	Hold	7,235	–	–	0.04%	206
2021 Q1	$417K	Hold	7,235	–	–	0.04%	206
2020 Q4	$384K	Hold	7,235	–	–	0.04%	210
2020 Q3	$320K	Hold	7,235	–	–	0.04%	215
2020 Q2	$298K	Hold	7,235	–	–	0.04%	217
2020 Q1	$238K	Hold	7,235	–	–	0.03%	234
2019 Q4	$309K	Hold	7,235	–	–	0.03%	237
2019 Q3	$286K	Buy	7,235 +445	+7%	+$17.5K	0.03%	242
2019 Q2	$266K	Hold	6,790	–	–	0.03%	247
2019 Q1	$252K	Hold	6,790	–	–	0.03%	239
2018 Q4	$217K	Hold	6,790	–	–	0.03%	243
2018 Q3	$255K	Hold	6,790	–	–	0.03%	233
2018 Q2	$241K	Hold	6,790	–	–	0.03%	241
2018 Q1	$233K	Hold	6,790	–	–	0.04%	239
2017 Q4	$231K	Sell	6,790 -1,465	-18%	-$48.6K	0.04%	241
2017 Q3	$264K	Buy	+8,255	New	+$257K	0.04%	211

Other funds holding ETHO

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

SCM

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

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

Appleton Partners's ETHO Position: Q3 2021 in Review

Appleton Partners sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2021, closing a stake of 7,235 shares — an estimated $438K sold.

Appleton Partners first reported a position in ETHO in Q3 2017 and held it in 16 quarters. The position peaked at $438K in Q2 2021. 43 funds tracked by Wall St. Rank hold ETHO as of Q3 2021.

Appleton Partners reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2021 after selling out during the quarter.
Appleton Partners sold 7,235 Amplify Etho Climate Leadership US ETF shares in Q3 2021, an estimated $438K.
Appleton Partners first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2017 and held it in 16 quarters.
Appleton Partners's Amplify Etho Climate Leadership US ETF position peaked at $438K in Q2 2021.
43 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2021.

Based on Appleton Partners's 13F filing for Q3 2021, filed 14 Oct 2021.