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

Caprock 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
2024
Q3 		– Sell
-4,014
Closed -$227K – 929
2024
Q2 		$227K Sell
4,014
-700
-15% -$39.3K 0.01% 770
2024
Q1 		$276K Buy
+4,714
New +$263K 0.02% 587

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HI
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PI
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FI
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SCM
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Osaic Holdings
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Envestnet Portfolio Solutions
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Susquehanna International Group
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WWA
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Caprock Group's ETHO Position: Q3 2024 in Review

Caprock Group sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2024, closing a stake of 4,014 shares — an estimated $227K sold.

Caprock Group first reported a position in ETHO in Q1 2024 and held it in 2 quarters. The position peaked at $276K in Q1 2024. 60 funds tracked by Wall St. Rank hold ETHO as of Q3 2024.

  • Caprock Group reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2024 after selling out during the quarter.
  • Caprock Group sold 4,014 Amplify Etho Climate Leadership US ETF shares in Q3 2024, an estimated $227K.
  • Caprock Group first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2024 and held it in 2 quarters.
  • Caprock Group's Amplify Etho Climate Leadership US ETF position peaked at $276K in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2024.

Based on Caprock Group's 13F filing for Q3 2024, filed 7 Nov 2024.