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Evergreen Capital Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Evergreen Capital Management’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 		$731K Sell
9,064
-2,775
-23% -$206K 0.01% 691
2026
Q1 		$782K Buy
11,839
+45
+0.4% +$3.06K 0.02% 575
2025
Q4 		$770K Buy
11,794
+248
+2% +$16.1K 0.02% 545
2025
Q3 		$735K Sell
11,546
-65
-0.6% -$3.98K 0.02% 491
2025
Q2 		$675K Sell
11,611
-420
-3% -$23.2K 0.02% 458
2025
Q1 		$662K Buy
12,031
+235
+2% +$13.9K 0.02% 416
2024
Q4 		$705K Sell
11,796
-34
-0.3% -$2.08K 0.02% 404
2024
Q3 		$709K Buy
11,830
+90
+0.8% +$5.22K 0.02% 399
2024
Q2 		$663K Buy
11,740
+80
+0.7% +$4.49K 0.02% 394
2024
Q1 		$682K Sell
11,660
-908
-7% -$50.6K 0.03% 365
2023
Q4 		$699K Buy
12,568
+803
+7% +$40.8K 0.03% 346
2023
Q3 		$589K Sell
11,765
-560
-5% -$29.6K 0.03% 353
2023
Q2 		$656K Sell
12,325
-14
-0.1% -$716 0.03% 341
2023
Q1 		$644K Sell
12,339
-725
-6% -$37.9K 0.03% 331
2022
Q4 		$645K Buy
13,064
+410
+3% +$20.4K 0.03% 331
2022
Q3 		$584K Buy
12,654
+1,275
+11% +$65.6K 0.03% 323
2022
Q2 		$541K Sell
11,379
-3,449
-23% -$180K 0.03% 320
2022
Q1 		$867K Sell
14,828
-1,505
-9% -$87.5K 0.04% 300
2021
Q4 		$1.05M Buy
16,333
+1,075
+7% +$67.9K 0.04% 275
2021
Q3 		$907K Buy
15,258
+170
+1% +$10.4K 0.04% 292
2021
Q2 		$913K Buy
15,088
+2,106
+16% +$124K 0.04% 276
2021
Q1 		$748K Buy
12,982
+714
+6% +$40.1K 0.04% 279
2020
Q4 		$651K Buy
12,268
+2,952
+32% +$144K 0.04% 261
2020
Q3 		$413K Buy
+9,316
New +$407K 0.03% 282

Other funds holding ETHO

B
Bailard Foster City, California $4.91B AUM 31.75% 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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Evergreen Capital Management's ETHO Position: Q2 2026 in Review

Evergreen Capital Management reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 23% in Q2 2026, selling an estimated $206K and leaving 9,064 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #691.

Evergreen Capital Management first reported a position in ETHO in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.05M in Q4 2021. 36 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • Evergreen Capital Management held 9,064 shares of Amplify Etho Climate Leadership US ETF worth $731K as of Q2 2026.
  • Evergreen Capital Management sold 2,775 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $206K.
  • Amplify Etho Climate Leadership US ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #691 holding.
  • Evergreen Capital Management first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2020 and has held it in 24 quarters since.
  • Evergreen Capital Management's Amplify Etho Climate Leadership US ETF position peaked at $1.05M in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.