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

IEQ Capital’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
2024 Q1	–	Sell	-9,128	Closed	-$507K	–	988
2023 Q4	$507K	Sell	9,128 -13,800	-60%	-$702K	0.01%	574
2023 Q3	$1.15M	Hold	22,928	–	–	0.02%	370
2023 Q2	$1.22M	Sell	22,928 -4,720	-17%	-$241K	0.02%	351
2023 Q1	$1.44M	Sell	27,648 -2,770	-9%	-$145K	0.03%	307
2022 Q4	$1.5M	Hold	30,418	–	–	0.04%	290
2022 Q3	$1.4M	Hold	30,418	–	–	0.04%	294
2022 Q2	$1.45M	Hold	30,418	–	–	0.04%	251
2022 Q1	$1.78M	Hold	30,418	–	–	0.04%	227
2021 Q4	$1.96M	Hold	30,418	–	–	0.05%	204
2021 Q3	$1.81M	Hold	30,418	–	–	0.05%	203
2021 Q2	$1.84M	Hold	30,418	–	–	0.05%	185
2021 Q1	$1.75M	Hold	30,418	–	–	0.07%	152
2020 Q4	$1.61M	Buy	+30,418	New	+$1.49M	0.07%	132

Other funds holding ETHO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

IEQ Capital's ETHO Position: Q1 2024 in Review

IEQ Capital sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2024, closing a stake of 9,128 shares — an estimated $507K sold.

IEQ Capital first reported a position in ETHO in Q4 2020 and held it in 13 quarters. The position peaked at $1.96M in Q4 2021. 52 funds tracked by Wall St. Rank hold ETHO as of Q1 2024.

IEQ Capital reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2024 after selling out during the quarter.
IEQ Capital sold 9,128 Amplify Etho Climate Leadership US ETF shares in Q1 2024, an estimated $507K.
IEQ Capital first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2020 and held it in 13 quarters.
IEQ Capital's Amplify Etho Climate Leadership US ETF position peaked at $1.96M in Q4 2021.
52 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2024.

Based on IEQ Capital's 13F filing for Q1 2024, filed 9 May 2024.