Baystate Wealth Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Baystate Wealth Management’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
2020 Q4	–	Sell	-665	Closed	-$29K	–	699
2020 Q3	$29K	Buy	665 +1	+0.2%	+$44	﹤0.01%	277
2020 Q2	$27K	Buy	664 +2	+0.3%	+$76	﹤0.01%	272
2020 Q1	$22K	Buy	662 +3	+0.5%	+$121	﹤0.01%	269
2019 Q4	$28K	Hold	659	–	–	﹤0.01%	282
2019 Q3	$26K	Buy	+659	New	+$25.9K	﹤0.01%	265

Other funds holding ETHO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Baystate Wealth Management's ETHO Position: Q4 2020 in Review

Baystate Wealth Management sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q4 2020, closing a stake of 665 shares — an estimated $29K sold.

Baystate Wealth Management first reported a position in ETHO in Q3 2019 and held it in 5 quarters. The position peaked at $29K in Q3 2020. 37 funds tracked by Wall St. Rank hold ETHO as of Q4 2020.

Baystate Wealth Management reported no remaining Amplify Etho Climate Leadership US ETF position as of Q4 2020 after selling out during the quarter.
Baystate Wealth Management sold 665 Amplify Etho Climate Leadership US ETF shares in Q4 2020, an estimated $29K.
Baystate Wealth Management first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2019 and held it in 5 quarters.
Baystate Wealth Management's Amplify Etho Climate Leadership US ETF position peaked at $29K in Q3 2020.
37 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.