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Berger Financial Group’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Berger Financial Group’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
-4,023
Closed -$240K – 422
2024
Q4 		$240K Sell
4,023
-489
-11% -$29.9K 0.02% 364
2024
Q3 		$270K Sell
4,512
-7,727
-63% -$448K 0.02% 330
2024
Q2 		$692K Sell
12,239
-3,291
-21% -$185K 0.06% 175
2024
Q1 		$908K Sell
15,530
-2,363
-13% -$132K 0.07% 158
2023
Q4 		$995K Sell
17,893
-3,842
-18% -$195K 0.1% 121
2023
Q3 		$1.09M Sell
21,735
-2,909
-12% -$154K 0.12% 114
2023
Q2 		$1.31M Buy
24,644
+7,235
+42% +$370K 0.15% 106
2023
Q1 		$908K Sell
17,409
-2,385
-12% -$125K 0.11% 114
2022
Q4 		$977K Sell
19,794
-1,620
-8% -$80.5K 0.13% 106
2022
Q3 		$989K Sell
21,414
-181
-0.8% -$9.32K 0.15% 100
2022
Q2 		$1.03M Sell
21,595
-3,015
-12% -$157K 0.15% 91
2022
Q1 		$1.44M Sell
24,610
-2,662
-10% -$155K 0.18% 88
2021
Q4 		$1.76M Sell
27,272
-3,971
-13% -$251K 0.23% 87
2021
Q3 		$1.86M Sell
31,243
-1,489
-5% -$90.8K 0.33% 66
2021
Q2 		$1.98M Sell
32,732
-11,871
-27% -$699K 0.36% 68
2021
Q1 		$2.57M Buy
44,603
+35,140
+371% +$1.97M 0.56% 58
2020
Q4 		$503K Buy
+9,463
New +$462K 0.09% 128

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 $839M AUM 19.87% 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

Berger Financial Group's ETHO Position: Q1 2025 in Review

Berger Financial Group sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2025, closing a stake of 4,023 shares — an estimated $240K sold.

Berger Financial Group first reported a position in ETHO in Q4 2020 and held it in 17 quarters. The position peaked at $2.57M in Q1 2021. 62 funds tracked by Wall St. Rank hold ETHO as of Q1 2025.

  • Berger Financial Group reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2025 after selling out during the quarter.
  • Berger Financial Group sold 4,023 Amplify Etho Climate Leadership US ETF shares in Q1 2025, an estimated $240K.
  • Berger Financial Group first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2020 and held it in 17 quarters.
  • Berger Financial Group's Amplify Etho Climate Leadership US ETF position peaked at $2.57M in Q1 2021.
  • 62 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2025.

Based on Berger Financial Group's 13F filing for Q1 2025, filed 12 May 2025.