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Concourse Financial Group Securities’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,718
Closed -$168K – 639
2024
Q4 		$168K Sell
2,718
-48
-2% -$2.94K 0.01% 785
2024
Q3 		$166K Buy
2,766
+119
+4% +$6.91K 0.01% 781
2024
Q2 		$150K Sell
2,647
-114
-4% -$6.4K 0.01% 796
2024
Q1 		$161K Buy
2,761
+30
+1% +$1.67K 0.01% 752
2023
Q4 		$152K Sell
2,731
-791
-22% -$40.2K 0.01% 751
2023
Q3 		$176K Buy
3,522
+138
+4% +$7.3K 0.01% 656
2023
Q2 		$180K Buy
3,384
+11
+0.3% +$563 0.01% 672
2023
Q1 		$176K Buy
3,373
+349
+12% +$18.2K 0.01% 685
2022
Q4 		$149K Buy
3,024
+496
+20% +$24.7K 0.01% 699
2022
Q3 		$117K Sell
2,528
-242
-9% -$12.5K 0.01% 674
2022
Q2 		$132K Buy
2,770
+162
+6% +$8.44K 0.01% 718
2022
Q1 		$152K Buy
2,608
+1
+0% +$58 0.01% 728
2021
Q4 		$168K Buy
2,607
+351
+16% +$22.2K 0.01% 790
2021
Q3 		$134K Buy
2,256
+328
+17% +$20K 0.01% 864
2021
Q2 		$117K Buy
1,928
+750
+64% +$44.1K 0.01% 918
2021
Q1 		$68K Buy
1,178
+174
+17% +$9.77K ﹤0.01% 1111
2020
Q4 		$53K Buy
1,004
+239
+31% +$11.7K ﹤0.01% 1133
2020
Q3 		$34K Sell
765
-27
-3% -$1.18K ﹤0.01% 1193
2020
Q2 		$33K Hold
792
– – ﹤0.01% 1110
2020
Q1 		$26K Buy
792
+388
+96% +$15.6K ﹤0.01% 1142
2019
Q4 		$17K Buy
404
+332
+461% +$13.6K ﹤0.01% 1293
2019
Q3 		$3K Hold
72
– – ﹤0.01% 1434
2019
Q2 		$3K Hold
72
– – ﹤0.01% 1877
2019
Q1 		$2K Buy
+72
New +$2.56K ﹤0.01% 2019

Other funds holding ETHO

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Concourse Financial Group Securities's ETHO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2025, closing a stake of 2,718 shares — an estimated $168K sold.

Concourse Financial Group Securities first reported a position in ETHO in Q1 2019 and held it in 24 quarters. The position peaked at $180K in Q2 2023. 62 funds tracked by Wall St. Rank hold ETHO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,718 Amplify Etho Climate Leadership US ETF shares in Q1 2025, an estimated $168K.
  • Concourse Financial Group Securities first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2019 and held it in 24 quarters.
  • Concourse Financial Group Securities's Amplify Etho Climate Leadership US ETF position peaked at $180K in Q2 2023.
  • 62 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.