Creative Planning
ETHO icon

Creative Planning’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Creative Planning’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
Q2 		$236K Sell
2,930
-1,247
-30% -$92.6K ﹤0.01% 3757
2026
Q1 		$276K Hold
4,177
– – ﹤0.01% 3482
2025
Q4 		$273K Hold
4,177
– – ﹤0.01% 3315
2025
Q3 		$266K Sell
4,177
-1
-0% -$61 ﹤0.01% 3242
2025
Q2 		$243K Buy
4,178
+1
+0% +$55 ﹤0.01% 3077
2025
Q1 		$230K Sell
4,177
-1,480
-26% -$87.5K ﹤0.01% 2958
2024
Q4 		$338K Sell
5,657
-318
-5% -$19.5K ﹤0.01% 2559
2024
Q3 		$358K Hold
5,975
– – ﹤0.01% 2382
2024
Q2 		$338K Buy
5,975
+17
+0.3% +$954 ﹤0.01% 2259
2024
Q1 		$348K Sell
5,958
-1,065
-15% -$59.3K ﹤0.01% 2122
2023
Q4 		$390K Buy
7,023
+1,065
+18% +$54.2K ﹤0.01% 1888
2023
Q3 		$298K Hold
5,958
– – ﹤0.01% 1952
2023
Q2 		$317K Sell
5,958
-1,176
-16% -$60.2K ﹤0.01% 1868
2023
Q1 		$372K Buy
7,134
+1,328
+23% +$69.4K ﹤0.01% 1665
2022
Q4 		$287K Sell
5,806
-130
-2% -$6.46K ﹤0.01% 1755
2022
Q3 		$274K Hold
5,936
– – ﹤0.01% 1709
2022
Q2 		$282K Sell
5,936
-1,056
-15% -$55K ﹤0.01% 1655
2022
Q1 		$409K Sell
6,992
-2,818
-29% -$164K ﹤0.01% 1440
2021
Q4 		$632K Buy
9,810
+3,448
+54% +$218K ﹤0.01% 1180
2021
Q3 		$378K Buy
6,362
+1,250
+24% +$76.2K ﹤0.01% 1454
2021
Q2 		$309K Sell
5,112
-1,579
-24% -$92.9K ﹤0.01% 1545
2021
Q1 		$385K Buy
6,691
+844
+14% +$47.4K ﹤0.01% 1612
2020
Q4 		$310K Buy
+5,847
New +$286K ﹤0.01% 1610

Other funds holding ETHO

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Creative Planning's ETHO Position: Q2 2026 in Review

Creative Planning reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 30% in Q2 2026, selling an estimated $92.6K and leaving 2,930 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #3757.

Creative Planning first reported a position in ETHO in Q4 2020 and has held it in 23 quarters since. The position peaked at $632K in Q4 2021. 64 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • Creative Planning held 2,930 shares of Amplify Etho Climate Leadership US ETF worth $236K as of Q2 2026.
  • Creative Planning sold 1,247 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $92.6K.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3757 holding.
  • Creative Planning first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2020 and has held it in 23 quarters since.
  • Creative Planning's Amplify Etho Climate Leadership US ETF position peaked at $632K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.