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

Ballast Advisors’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 		– Sell
-214
Closed -$14.1K – 249
2026
Q1 		$14.1K Buy
+214
New +$14.5K ﹤0.01% 294

Other funds holding ETHO

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WWA
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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Ballast Advisors's ETHO Position: Q2 2026 in Review

Ballast Advisors sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q2 2026, closing a stake of 214 shares — an estimated $14.1K sold.

Ballast Advisors first reported a position in ETHO in Q1 2026 and held it in 1 quarter. The position peaked at $14.1K in Q1 2026. 63 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • Ballast Advisors reported no remaining Amplify Etho Climate Leadership US ETF position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 214 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $14.1K.
  • Ballast Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's Amplify Etho Climate Leadership US ETF position peaked at $14.1K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.