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Mechanics Bank - Trust Department’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Mechanics Bank - Trust Department’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
2025
Q2 		– Sell
-3,840
Closed -$211K – 219
2025
Q1 		$211K Sell
3,840
-200
-5% -$11.8K 0.03% 214
2024
Q4 		$241K Sell
4,040
-175
-4% -$10.7K 0.03% 196
2024
Q3 		$253K Hold
4,215
– – 0.03% 187
2024
Q2 		$238K Hold
4,215
– – 0.03% 186
2024
Q1 		$247K Hold
4,215
– – 0.04% 175
2023
Q4 		$234K Buy
+4,215
New +$214K 0.04% 174

Other funds holding ETHO

B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Mechanics Bank - Trust Department's ETHO Position: Q2 2025 in Review

Mechanics Bank - Trust Department sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q2 2025, closing a stake of 3,840 shares — an estimated $211K sold.

Mechanics Bank - Trust Department first reported a position in ETHO in Q4 2023 and held it in 6 quarters. The position peaked at $253K in Q3 2024. 65 funds tracked by Wall St. Rank hold ETHO as of Q2 2025.

  • Mechanics Bank - Trust Department reported no remaining Amplify Etho Climate Leadership US ETF position as of Q2 2025 after selling out during the quarter.
  • Mechanics Bank - Trust Department sold 3,840 Amplify Etho Climate Leadership US ETF shares in Q2 2025, an estimated $211K.
  • Mechanics Bank - Trust Department first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2023 and held it in 6 quarters.
  • Mechanics Bank - Trust Department's Amplify Etho Climate Leadership US ETF position peaked at $253K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2025.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2025, filed 14 Jul 2025.