LPL Financial
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LPL Financial’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

LPL Financial’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 		$2.62M Buy
39,667
+277
+0.7% +$18.8K ﹤0.01% 3242
2025
Q4 		$2.57M Buy
39,390
+7,482
+23% +$485K ﹤0.01% 3156
2025
Q3 		$2.03M Sell
31,908
-14,889
-32% -$912K ﹤0.01% 3304
2025
Q2 		$2.72M Sell
46,797
-16,592
-26% -$915K ﹤0.01% 2829
2025
Q1 		$3.49M Sell
63,389
-61,315
-49% -$3.63M ﹤0.01% 2442
2024
Q4 		$7.45M Sell
124,704
-4,284
-3% -$262K ﹤0.01% 1763
2024
Q3 		$7.73M Sell
128,988
-1,868
-1% -$108K ﹤0.01% 1662
2024
Q2 		$7.39M Sell
130,856
-293
-0.2% -$16.4K ﹤0.01% 1562
2024
Q1 		$7.67M Sell
131,149
-6,058
-4% -$337K ﹤0.01% 1491
2023
Q4 		$7.63M Sell
137,207
-7,552
-5% -$384K ﹤0.01% 1422
2023
Q3 		$7.24M Buy
144,759
+3,806
+3% +$201K 0.01% 1362
2023
Q2 		$7.51M Sell
140,953
-6,682
-5% -$342K 0.01% 1306
2023
Q1 		$7.7M Buy
147,635
+8,585
+6% +$449K 0.01% 1245
2022
Q4 		$6.87M Buy
139,050
+9,192
+7% +$457K 0.01% 1255
2022
Q3 		$6M Buy
129,858
+1,553
+1% +$79.9K 0.01% 1256
2022
Q2 		$6.1M Buy
128,305
+10,018
+8% +$522K 0.01% 1256
2022
Q1 		$6.91M Buy
118,287
+4,552
+4% +$265K 0.01% 1235
2021
Q4 		$7.32M Buy
113,735
+5,286
+5% +$334K 0.01% 1204
2021
Q3 		$6.45M Buy
108,449
+14,789
+16% +$902K 0.01% 1221
2021
Q2 		$5.67M Buy
93,660
+18,813
+25% +$1.11M 0.01% 1249
2021
Q1 		$4.31M Buy
74,847
+20,174
+37% +$1.13M 0.01% 1325
2020
Q4 		$2.9M Buy
54,673
+12,032
+28% +$588K ﹤0.01% 1430
2020
Q3 		$1.89M Buy
42,641
+16,674
+64% +$729K ﹤0.01% 1497
2020
Q2 		$1.07M Buy
25,967
+8,061
+45% +$307K ﹤0.01% 1770
2020
Q1 		$590K Buy
17,906
+6,492
+57% +$261K ﹤0.01% 1995
2019
Q4 		$488K Buy
11,414
+5,802
+103% +$238K ﹤0.01% 2390
2019
Q3 		$222K Buy
+5,612
New +$220K ﹤0.01% 2913
2018
Q4 		– Sell
-7,119
Closed -$267K – 3132
2018
Q3 		$267K Buy
7,119
+702
+11% +$26K ﹤0.01% 2784
2018
Q2 		$228K Buy
+6,417
New +$226K ﹤0.01% 2882

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
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
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LPL Financial's ETHO Position: Q1 2026 in Review

LPL Financial increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 0.7% in Q1 2026, buying an estimated $18.8K and bringing the position to 39,667 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

LPL Financial first reported a position in ETHO in Q2 2018 and has held it in 29 quarters since. The position peaked at $7.73M in Q3 2024. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • LPL Financial held 39,667 shares of Amplify Etho Climate Leadership US ETF worth $2.62M as of Q1 2026.
  • LPL Financial bought 277 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $18.8K.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3242 holding.
  • LPL Financial first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2018 and has held it in 29 quarters since.
  • LPL Financial's Amplify Etho Climate Leadership US ETF position peaked at $7.73M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.