AssetMark Inc
ETHO icon

AssetMark Inc’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

AssetMark Inc’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
Q1 		$595 Hold
9
– – ﹤0.01% 3157
2025
Q4 		$588 Hold
9
– – ﹤0.01% 3069
2025
Q3 		$573 Buy
+9
New +$551 ﹤0.01% 2906

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NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $759M AUM 18.75% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

AssetMark Inc's ETHO Position: Q1 2026 in Review

AssetMark Inc held its Amplify Etho Climate Leadership US ETF (ETHO) position steady in Q1 2026 at 9 shares worth $595. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

AssetMark Inc first reported a position in ETHO in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • AssetMark Inc held 9 shares of Amplify Etho Climate Leadership US ETF worth $595 as of Q1 2026.
  • AssetMark Inc left its Amplify Etho Climate Leadership US ETF share count unchanged in Q1 2026.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #3157 holding.
  • AssetMark Inc first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.