Envestnet Portfolio Solutions
ETHO icon

Envestnet Portfolio Solutions’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Envestnet Portfolio Solutions’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 		$3.33M Buy
50,405
+5,482
+12% +$373K 0.02% 363
2025
Q4 		$2.93M Buy
44,923
+6,408
+17% +$416K 0.01% 468
2025
Q3 		$2.45M Buy
38,515
+2,053
+6% +$126K 0.01% 489
2025
Q2 		$2.12M Sell
36,462
-3,737
-9% -$206K 0.01% 548
2025
Q1 		$2.21M Buy
40,199
+1,403
+4% +$83K 0.01% 554
2024
Q4 		$2.32M Buy
38,796
+2,785
+8% +$171K 0.01% 617
2024
Q3 		$2.16M Sell
36,011
-885
-2% -$51.4K 0.01% 636
2024
Q2 		$2.08M Sell
36,896
-791
-2% -$44.4K 0.01% 623
2024
Q1 		$2.2M Buy
+37,687
New +$2.1M 0.01% 606
2023
Q4 		– Sell
-33,212
Closed -$1.66M – 1551
2023
Q3 		$1.66M Buy
+33,212
New +$1.76M 0.01% 601

Other funds holding ETHO

B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 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 $759M AUM 18.75% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions's ETHO Position: Q1 2026 in Review

Envestnet Portfolio Solutions increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 12% in Q1 2026, buying an estimated $373K and bringing the position to 50,405 shares worth $3.33M. The position accounts for 0.02% of the portfolio, ranked #363.

Envestnet Portfolio Solutions first reported a position in ETHO in Q3 2023 and has held it in 10 quarters since. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Envestnet Portfolio Solutions held 50,405 shares of Amplify Etho Climate Leadership US ETF worth $3.33M as of Q1 2026.
  • Envestnet Portfolio Solutions bought 5,482 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $373K.
  • Amplify Etho Climate Leadership US ETF made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #363 holding.
  • Envestnet Portfolio Solutions first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2023 and has held it in 10 quarters since.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.