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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
Q1 		$14.1K Buy
+214
New +$14.5K ﹤0.01% 294

Other funds holding ETHO

B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
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

Ballast Advisors's ETHO Position: Q1 2026 in Review

Ballast Advisors opened a new position in Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2026: 214 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings.

64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Ballast Advisors held 214 shares of Amplify Etho Climate Leadership US ETF worth $14.1K as of Q1 2026.
  • Amplify Etho Climate Leadership US ETF was a new Ballast Advisors position in Q1 2026.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Ballast Advisors's portfolio in Q1 2026, its #294 holding.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.