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

Clean Yield 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
2022
Q1 		– Sell
-154
Closed -$10K – 479
2021
Q4 		$10K Hold
154
– – ﹤0.01% 368
2021
Q3 		$9K Hold
154
– – ﹤0.01% 384
2021
Q2 		$9K Buy
+154
New +$9.06K ﹤0.01% 379

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Envestnet Asset Management
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FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
IC
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
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Commonwealth Equity Services
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Clean Yield Group's ETHO Position: Q1 2022 in Review

Clean Yield Group sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2022, closing a stake of 154 shares — an estimated $10K sold.

Clean Yield Group first reported a position in ETHO in Q2 2021 and held it in 3 quarters. The position peaked at $10K in Q4 2021. 43 funds tracked by Wall St. Rank hold ETHO as of Q1 2022.

  • Clean Yield Group reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2022 after selling out during the quarter.
  • Clean Yield Group sold 154 Amplify Etho Climate Leadership US ETF shares in Q1 2022, an estimated $10K.
  • Clean Yield Group first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2021 and held it in 3 quarters.
  • Clean Yield Group's Amplify Etho Climate Leadership US ETF position peaked at $10K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2022.

Based on Clean Yield Group's 13F filing for Q1 2022, filed 25 Apr 2022.