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

Bailard’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 		$5.65M Buy
70,108
+3,456
+5% +$257K 0.12% 137
2026
Q1 		$4.4M Buy
66,652
+2,367
+4% +$161K 0.1% 155
2025
Q4 		$4.2M Buy
64,285
+382
+0.6% +$24.8K 0.09% 155
2025
Q3 		$4.07M Sell
63,903
-414
-0.6% -$25.3K 0.09% 164
2025
Q2 		$3.74M Buy
64,317
+371
+0.6% +$20.5K 0.09% 167
2025
Q1 		$3.52M Buy
63,946
+860
+1% +$50.9K 0.09% 168
2024
Q4 		$3.77M Buy
63,086
+2,224
+4% +$136K 0.1% 160
2024
Q3 		$3.65M Buy
60,862
+123
+0.2% +$7.14K 0.09% 173
2024
Q2 		$3.43M Buy
+60,739
New +$3.41M 0.09% 168
2024
Q1 		– Sell
-54,670
Closed -$3.04M – 760
2023
Q4 		$3.04M Sell
54,670
-12,495
-19% -$635K 0.09% 182
2023
Q3 		$3.36M Buy
+67,165
New +$3.55M 0.11% 153

Other funds holding ETHO

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
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Bailard's ETHO Position: Q2 2026 in Review

Bailard increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 5.2% in Q2 2026, buying an estimated $257K and bringing the position to 70,108 shares worth $5.65M. The position accounts for 0.12% of the portfolio, ranked #137.

Bailard first reported a position in ETHO in Q3 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • Bailard held 70,108 shares of Amplify Etho Climate Leadership US ETF worth $5.65M as of Q2 2026.
  • Bailard bought 3,456 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $257K.
  • Amplify Etho Climate Leadership US ETF made up 0.12% of Bailard's portfolio in Q2 2026, its #137 holding.
  • Bailard first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2023 and has held it in 11 quarters since.
  • 36 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.