CA
ETHO icon

Calton & Associates’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-85
Closed -$3K – 614
2017
Q4 		$3K Buy
+85
New +$2.82K ﹤0.01% 1319

Other funds holding ETHO

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Calton & Associates's ETHO Position: Q1 2018 in Review

Calton & Associates sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2018, closing a stake of 85 shares — an estimated $3K sold.

Calton & Associates first reported a position in ETHO in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 18 funds tracked by Wall St. Rank hold ETHO as of Q1 2018.

  • Calton & Associates reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 85 Amplify Etho Climate Leadership US ETF shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Amplify Etho Climate Leadership US ETF position peaked at $3K in Q4 2017.
  • 18 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.