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Atria Wealth Solutions’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-9,030
Closed -$539K – 1922
2024
Q4 		$539K Hold
9,030
– – 0.01% 1236
2024
Q3 		$541K Hold
9,030
– – 0.01% 1212
2024
Q2 		$510K Hold
9,030
– – 0.01% 1227
2024
Q1 		$528K Hold
9,030
– – 0.01% 1236
2023
Q4 		$502K Hold
9,030
– – 0.01% 1209
2023
Q3 		$452K Hold
9,030
– – 0.01% 1175
2023
Q2 		$481K Hold
9,030
– – 0.01% 1180
2023
Q1 		$471K Hold
9,030
– – 0.01% 1176
2022
Q4 		$446K Sell
9,030
-361
-4% -$17.9K 0.01% 1144
2022
Q3 		$434K Sell
9,391
-200
-2% -$10.3K 0.01% 1105
2022
Q2 		$456K Hold
9,591
– – 0.01% 1016
2022
Q1 		$561K Buy
+9,591
New +$558K 0.01% 1001

Other funds holding ETHO

B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 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 $405M AUM 19.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $777M AUM 13.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Atria Wealth Solutions's ETHO Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2025, closing a stake of 9,030 shares — an estimated $539K sold.

Atria Wealth Solutions first reported a position in ETHO in Q1 2022 and held it in 12 quarters. The position peaked at $561K in Q1 2022. 62 funds tracked by Wall St. Rank hold ETHO as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,030 Amplify Etho Climate Leadership US ETF shares in Q1 2025, an estimated $539K.
  • Atria Wealth Solutions first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's Amplify Etho Climate Leadership US ETF position peaked at $561K in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.