Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Carson Wealth (CWM LLC)’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 		$42.4K Sell
641
-470
-42% -$32K ﹤0.01% 3928
2025
Q4 		$73K Sell
1,111
-64
-5% -$4.15K ﹤0.01% 3312
2025
Q3 		$75K Sell
1,175
-2,495
-68% -$153K ﹤0.01% 3200
2025
Q2 		$213K Sell
3,670
-10,882
-75% -$600K ﹤0.01% 2125
2025
Q1 		$800K Buy
+14,552
New +$861K ﹤0.01% 1258
2023
Q3 		– Sell
-683
Closed -$36K – 4265
2023
Q2 		$36K Buy
683
+2
+0.3% +$102 ﹤0.01% 2224
2023
Q1 		$36K Buy
681
+2
+0.3% +$104 ﹤0.01% 2089
2022
Q4 		$34K Buy
679
+2
+0.3% +$99 ﹤0.01% 1996
2022
Q3 		$31K Buy
677
+2
+0.3% +$103 ﹤0.01% 1931
2022
Q2 		$32K Buy
675
+2
+0.3% +$104 ﹤0.01% 1848
2022
Q1 		$39K Buy
673
+1
+0.1% +$58 ﹤0.01% 1714
2021
Q4 		$43K Buy
+672
New +$42.4K ﹤0.01% 1635
2021
Q2 		$40K Hold
669
– – ﹤0.01% 1488
2021
Q1 		$40K Hold
669
– – ﹤0.01% 1488
2020
Q4 		$40K Hold
669
– – ﹤0.01% 1487
2020
Q3 		$40K Hold
669
– – ﹤0.01% 1487
2020
Q2 		$40K Hold
669
– – ﹤0.01% 1487
2020
Q1 		$40K Hold
669
– – ﹤0.01% 1487
2019
Q4 		$40K Hold
669
– – ﹤0.01% 1487
2019
Q3 		$40K Hold
669
– – ﹤0.01% 1487
2019
Q2 		$40K Hold
669
– – ﹤0.01% 1487
2019
Q1 		$40K Buy
+669
New +$23.8K ﹤0.01% 1487

Other funds holding ETHO

B
Bailard Foster City, California $4.91B AUM 31.75% 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 $20.9B AUM 19.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 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 $871M AUM 21.22% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETHO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 42% in Q1 2026, selling an estimated $32K and leaving 641 shares worth $42.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

Carson Wealth (CWM LLC) first reported a position in ETHO in Q1 2019 and has held it in 22 quarters since. The position peaked at $800K in Q1 2025. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 641 shares of Amplify Etho Climate Leadership US ETF worth $42.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 470 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $32K.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3928 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2019 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Amplify Etho Climate Leadership US ETF position peaked at $800K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.