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Evelyn Partners Investment Management Services’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Evelyn Partners Investment Management Services’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 		$23.8K Hold
360
– – ﹤0.01% 214
2025
Q4 		$23.5K Hold
360
– – ﹤0.01% 205
2025
Q3 		$22.9K Hold
360
– – ﹤0.01% 216
2025
Q2 		$20.9K Hold
360
– – ﹤0.01% 207
2025
Q1 		$19.8K Hold
360
– – ﹤0.01% 209
2024
Q4 		$21.5K Buy
+360
New +$22K ﹤0.01% 207

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

Evelyn Partners Investment Management Services's ETHO Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Amplify Etho Climate Leadership US ETF (ETHO) position steady in Q1 2026 at 360 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Evelyn Partners Investment Management Services first reported a position in ETHO in Q4 2024 and has held it in 6 quarters since. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Evelyn Partners Investment Management Services held 360 shares of Amplify Etho Climate Leadership US ETF worth $23.8K as of Q1 2026.
  • Evelyn Partners Investment Management Services 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 Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #214 holding.
  • Evelyn Partners Investment Management Services first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2024 and has held it in 6 quarters since.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.