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Financial Network Wealth Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Financial Network Wealth 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
2023
Q3 		– Sell
-3,981
Closed -$218K – 103
2023
Q2 		$218K Sell
3,981
-1,746
-30% -$89.3K 0.1% 94
2023
Q1 		$299K Buy
5,727
+33
+0.6% +$1.72K 0.15% 82
2022
Q4 		$281K Buy
+5,694
New +$283K 0.15% 80

Other funds holding ETHO

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Financial Network Wealth Management's ETHO Position: Q3 2023 in Review

Financial Network Wealth Management sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2023, closing a stake of 3,981 shares — an estimated $218K sold.

Financial Network Wealth Management first reported a position in ETHO in Q4 2022 and held it in 3 quarters. The position peaked at $299K in Q1 2023. 53 funds tracked by Wall St. Rank hold ETHO as of Q3 2023.

  • Financial Network Wealth Management reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Network Wealth Management sold 3,981 Amplify Etho Climate Leadership US ETF shares in Q3 2023, an estimated $218K.
  • Financial Network Wealth Management first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2022 and held it in 3 quarters.
  • Financial Network Wealth Management's Amplify Etho Climate Leadership US ETF position peaked at $299K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2023.

Based on Financial Network Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.