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New Capital Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

New Capital 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
2021
Q1 		$8K Hold
131
– – 0.01% 108
2020
Q4 		$7K Hold
131
– – ﹤0.01% 121
2020
Q3 		$6K Hold
131
– – 0.01% 111
2020
Q2 		$5K Buy
+131
New +$4.98K 0.01% 109

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

New Capital Management's ETHO Position: Q1 2021 in Review

New Capital Management held its Amplify Etho Climate Leadership US ETF (ETHO) position steady in Q1 2021 at 131 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #108.

New Capital Management first reported a position in ETHO in Q2 2020 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold ETHO as of Q1 2021.

  • New Capital Management held 131 shares of Amplify Etho Climate Leadership US ETF worth $8K as of Q1 2021.
  • New Capital Management left its Amplify Etho Climate Leadership US ETF share count unchanged in Q1 2021.
  • Amplify Etho Climate Leadership US ETF made up 0.01% of New Capital Management's portfolio in Q1 2021, its #108 holding.
  • New Capital Management first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2020 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.