Marks Group Wealth Management
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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
Q3 		$645K Hold
8,090
– – 0.06% 244
2026
Q2 		$652K Hold
8,090
– – 0.06% 243
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

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
SGL Investment Advisors
SGL Investment Advisors Missoula, Montana $284M AUM 20.98% 1-Year Est. Return
First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Marks Group Wealth Management's ETHO Position: Q3 2026 in Review

Marks Group Wealth Management held its Amplify Etho Climate Leadership US ETF (ETHO) position steady in Q3 2026 at 8,090 shares worth $645K. The position accounts for 0.06% of the portfolio, ranked #244.

Marks Group Wealth Management first reported a position in ETHO in Q4 2021 and has held it in 20 quarters since. The position peaked at $652K in Q2 2026. 45 funds tracked by Wall St. Rank hold ETHO as of Q3 2026.

  • Marks Group Wealth Management held 8,090 shares of Amplify Etho Climate Leadership US ETF worth $645K as of Q3 2026.
  • Marks Group Wealth Management left its Amplify Etho Climate Leadership US ETF share count unchanged in Q3 2026.
  • Amplify Etho Climate Leadership US ETF made up 0.06% of Marks Group Wealth Management's portfolio in Q3 2026, its #244 holding.
  • Marks Group Wealth Management first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2021 and has held it in 20 quarters since.
  • Marks Group Wealth Management's Amplify Etho Climate Leadership US ETF position peaked at $652K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.