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Marks Group Wealth Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Marks Group 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
2026
Q1 		$535K Hold
8,090
– – 0.05% 239
2025
Q4 		$528K Hold
8,090
– – 0.05% 237
2025
Q3 		$515K Hold
8,090
– – 0.05% 222
2025
Q2 		$470K Hold
8,090
– – 0.04% 228
2025
Q1 		$445K Hold
8,090
– – 0.04% 248
2024
Q4 		$483K Hold
8,090
– – 0.05% 223
2024
Q3 		$485K Hold
8,090
– – 0.05% 225
2024
Q2 		$457K Hold
8,090
– – 0.05% 230
2024
Q1 		$473K Hold
8,090
– – 0.05% 221
2023
Q4 		$450K Hold
8,090
– – 0.05% 224
2023
Q3 		$405K Hold
8,090
– – 0.05% 226
2023
Q2 		$431K Sell
8,090
-993
-11% -$50.8K 0.05% 220
2023
Q1 		$474K Hold
9,083
– – 0.06% 212
2022
Q4 		$449K Hold
9,083
– – 0.06% 217
2022
Q3 		$419K Hold
9,083
– – 0.06% 215
2022
Q2 		$432K Hold
9,083
– – 0.06% 215
2022
Q1 		$531K Hold
9,083
– – 0.07% 225
2021
Q4 		$585K Buy
+9,083
New +$573K 0.07% 219

Other funds holding ETHO

B
Bailard Foster City, California $4.35B AUM 23.57% 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 $18.1B AUM 15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $759M AUM 18.75% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Marks Group Wealth Management's ETHO Position: Q1 2026 in Review

Marks Group Wealth Management held its Amplify Etho Climate Leadership US ETF (ETHO) position steady in Q1 2026 at 8,090 shares worth $535K. The position accounts for 0.05% of the portfolio, ranked #239.

Marks Group Wealth Management first reported a position in ETHO in Q4 2021 and has held it in 18 quarters since. The position peaked at $585K in Q4 2021. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Marks Group Wealth Management held 8,090 shares of Amplify Etho Climate Leadership US ETF worth $535K as of Q1 2026.
  • Marks Group Wealth Management left its Amplify Etho Climate Leadership US ETF share count unchanged in Q1 2026.
  • Amplify Etho Climate Leadership US ETF made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Marks Group Wealth Management first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2021 and has held it in 18 quarters since.
  • Marks Group Wealth Management's Amplify Etho Climate Leadership US ETF position peaked at $585K in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.