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Money Design’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Money Design’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
2023
Q4 		– Sell
-17,593
Closed -$880K – 81
2023
Q3 		$880K Sell
17,593
-8,565
-33% -$453K 0.05% 78
2023
Q2 		$1.39M Sell
26,158
-8,740
-25% -$447K 0.08% 76
2023
Q1 		$1.82M Sell
34,898
-8,781
-20% -$459K 0.11% 76
2022
Q4 		$2.16M Sell
43,679
-3,306
-7% -$164K 0.14% 75
2022
Q3 		$2.17M Buy
+46,985
New +$2.42M 0.15% 74

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Money Design's ETHO Position: Q4 2023 in Review

Money Design sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q4 2023, closing a stake of 17,593 shares — an estimated $880K sold.

Money Design first reported a position in ETHO in Q3 2022 and held it in 5 quarters. The position peaked at $2.17M in Q3 2022. 50 funds tracked by Wall St. Rank hold ETHO as of Q4 2023.

  • Money Design reported no remaining Amplify Etho Climate Leadership US ETF position as of Q4 2023 after selling out during the quarter.
  • Money Design sold 17,593 Amplify Etho Climate Leadership US ETF shares in Q4 2023, an estimated $880K.
  • Money Design first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2022 and held it in 5 quarters.
  • Money Design's Amplify Etho Climate Leadership US ETF position peaked at $2.17M in Q3 2022.
  • 50 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2023.

Based on Money Design's 13F filing for Q4 2023, filed 29 Jan 2024.