MWM
ETHO icon

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

Modern 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 		$2.94M Sell
43,937
-4,124
-9% -$280K 0.05% 260
2025
Q4 		$3.14M Sell
48,061
-1,361
-3% -$88.3K 0.06% 241
2025
Q3 		$3.15M Sell
49,422
-2,230
-4% -$137K 0.06% 233
2025
Q2 		$3M Buy
+51,652
New +$2.85M 0.07% 220

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
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 $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

Modern Wealth Management's ETHO Position: Q1 2026 in Review

Modern Wealth Management reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 8.6% in Q1 2026, selling an estimated $280K and leaving 43,937 shares worth $2.94M. The position accounts for 0.05% of the portfolio, ranked #260.

Modern Wealth Management first reported a position in ETHO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.15M in Q3 2025. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Modern Wealth Management held 43,937 shares of Amplify Etho Climate Leadership US ETF worth $2.94M as of Q1 2026.
  • Modern Wealth Management sold 4,124 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $280K.
  • Amplify Etho Climate Leadership US ETF made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #260 holding.
  • Modern Wealth Management first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's Amplify Etho Climate Leadership US ETF position peaked at $3.15M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.