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Mutual Advisors’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Mutual Advisors’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
2024
Q2 		– Sell
-4,752
Closed -$278K – 1103
2024
Q1 		$278K Sell
4,752
-79
-2% -$4.4K 0.01% 891
2023
Q4 		$269K Hold
4,831
– – 0.01% 855
2023
Q3 		$242K Sell
4,831
-1,516
-24% -$80.2K 0.01% 861
2023
Q2 		$338K Buy
6,347
+284
+5% +$14.5K 0.01% 770
2023
Q1 		$316K Buy
6,063
+44
+0.7% +$2.3K 0.01% 759
2022
Q4 		$297K Sell
6,019
-2,000
-25% -$99.4K 0.01% 743
2022
Q3 		$370K Hold
8,019
– – 0.02% 651
2022
Q2 		$381K Buy
8,019
+23
+0.3% +$1.2K 0.03% 612
2022
Q1 		$467K Buy
7,996
+93
+1% +$5.41K 0.03% 591
2021
Q4 		$509K Buy
7,903
+150
+2% +$9.47K 0.03% 577
2021
Q3 		$461K Sell
7,753
-44
-0.6% -$2.68K 0.03% 568
2021
Q2 		$472K Buy
7,797
+252
+3% +$14.8K 0.03% 544
2021
Q1 		$435K Buy
7,545
+2,881
+62% +$162K 0.03% 523
2020
Q4 		$248K Hold
4,664
– – 0.02% 647
2020
Q3 		$207K Buy
+4,664
New +$204K 0.02% 630
2020
Q1 		– Sell
-4,986
Closed -$213K – 585
2019
Q4 		$213K Buy
+4,986
New +$205K 0.02% 552

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mutual Advisors's ETHO Position: Q2 2024 in Review

Mutual Advisors sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q2 2024, closing a stake of 4,752 shares — an estimated $278K sold.

Mutual Advisors first reported a position in ETHO in Q4 2019 and held it in 16 quarters. The position peaked at $509K in Q4 2021. 57 funds tracked by Wall St. Rank hold ETHO as of Q2 2024.

  • Mutual Advisors reported no remaining Amplify Etho Climate Leadership US ETF position as of Q2 2024 after selling out during the quarter.
  • Mutual Advisors sold 4,752 Amplify Etho Climate Leadership US ETF shares in Q2 2024, an estimated $278K.
  • Mutual Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2019 and held it in 16 quarters.
  • Mutual Advisors's Amplify Etho Climate Leadership US ETF position peaked at $509K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.