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Clearstead Advisors’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Clearstead Advisors’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
-10
Closed -$565 – 2059
2024
Q2 		$565 Hold
10
– – ﹤0.01% 1927
2024
Q1 		$567 Buy
+10
New +$557 ﹤0.01% 1447
2023
Q4 		– Sell
-20
Closed -$1K – 1562
2023
Q3 		$1K Buy
20
+10
+100% +$529 ﹤0.01% 1457
2023
Q2 		$533 Hold
10
– – ﹤0.01% 1295
2023
Q1 		$522 Hold
10
– – ﹤0.01% 1299
2022
Q4 		$494 Hold
10
– – ﹤0.01% 1232
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1277
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1322
2022
Q1 		$1K Hold
10
– – ﹤0.01% 1280
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1173
2021
Q3 		$1K Buy
+10
New +$610 ﹤0.01% 1199

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Clearstead Advisors's ETHO Position: Q3 2024 in Review

Clearstead Advisors sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2024, closing a stake of 10 shares — an estimated $565 sold.

Clearstead Advisors first reported a position in ETHO in Q3 2021 and held it in 11 quarters. The position peaked at $1K in Q3 2023. 60 funds tracked by Wall St. Rank hold ETHO as of Q3 2024.

  • Clearstead Advisors reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2024 after selling out during the quarter.
  • Clearstead Advisors sold 10 Amplify Etho Climate Leadership US ETF shares in Q3 2024, an estimated $565.
  • Clearstead Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2021 and held it in 11 quarters.
  • Clearstead Advisors's Amplify Etho Climate Leadership US ETF position peaked at $1K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2024.

Based on Clearstead Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.