Creative Planning
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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
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 $4.91B 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

Creative Planning's ETHO Position: Q1 2026 in Review

Creative Planning held its Amplify Etho Climate Leadership US ETF (ETHO) position steady in Q1 2026 at 4,177 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

Creative Planning first reported a position in ETHO in Q4 2020 and has held it in 22 quarters since. The position peaked at $632K in Q4 2021. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Creative Planning held 4,177 shares of Amplify Etho Climate Leadership US ETF worth $276K as of Q1 2026.
  • Creative Planning left its Amplify Etho Climate Leadership US ETF share count unchanged in Q1 2026.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3482 holding.
  • Creative Planning first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2020 and has held it in 22 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 Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.