Kestra Advisory Services
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Kestra Advisory Services’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Kestra Advisory 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
Q3 		$507K Buy
6,369
+516
+9% +$41.5K ﹤0.01% 2488
2026
Q2 		$472K Sell
5,853
-329
-5% -$24.4K ﹤0.01% 2385
2026
Q1 		$409K Buy
6,182
+1,266
+26% +$86.1K ﹤0.01% 2391
2025
Q4 		$321K Hold
4,916
– – ﹤0.01% 2488
2025
Q3 		$313K Sell
4,916
-1,707
-26% -$105K ﹤0.01% 2410
2025
Q2 		$385K Buy
6,623
+1,507
+29% +$83.1K ﹤0.01% 2162
2025
Q1 		$281K Sell
5,116
-961
-16% -$56.8K ﹤0.01% 2208
2024
Q4 		$363K Buy
6,077
+1,794
+42% +$110K ﹤0.01% 2099
2024
Q3 		$257K Sell
4,283
-962
-18% -$55.8K ﹤0.01% 2199
2024
Q2 		$296K Hold
5,245
– – ﹤0.01% 2122
2024
Q1 		$307K Buy
5,245
+1,368
+35% +$76.2K ﹤0.01% 1983
2023
Q4 		$216K Buy
+3,877
New +$197K ﹤0.01% 2065

Other funds holding ETHO

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.72% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Marks Group Wealth Management
Marks Group Wealth Management Minnetonka, Minnesota $1.14B AUM 14.04% 1-Year Est. Return
SGL Investment Advisors
SGL Investment Advisors Missoula, Montana $284M AUM 20.98% 1-Year Est. Return

Kestra Advisory Services's ETHO Position: Q3 2026 in Review

Kestra Advisory Services increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 8.8% in Q3 2026, buying an estimated $41.5K and bringing the position to 6,369 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Kestra Advisory Services first reported a position in ETHO in Q4 2023 and has held it in 12 quarters since. 38 funds tracked by Wall St. Rank hold ETHO as of Q3 2026.

  • Kestra Advisory Services held 6,369 shares of Amplify Etho Climate Leadership US ETF worth $507K as of Q3 2026.
  • Kestra Advisory Services bought 516 Amplify Etho Climate Leadership US ETF shares in Q3 2026, an estimated $41.5K.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2488 holding.
  • Kestra Advisory Services first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2023 and has held it in 12 quarters since.
  • 38 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.