Newton One Investments’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Newton One Investments’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	$3.66K	Sell	55 -11	-17%	-$748	﹤0.01%	112
2025 Q4	$4.33K	Hold	66	–	–	﹤0.01%	112
2025 Q3	$4.19K	Hold	66	–	–	﹤0.01%	111
2025 Q2	$3.82K	Hold	66	–	–	﹤0.01%	112
2025 Q1	$3.62K	Sell	66 -20	-23%	-$1.18K	﹤0.01%	107
2024 Q4	$5.13K	Buy	+86	New	+$5.26K	﹤0.01%	107
2024 Q3	–	Sell	-85	Closed	-$4.82K	–	64
2024 Q2	$4.82K	Hold	85	–	–	﹤0.01%	102
2024 Q1	$4.98K	Hold	85	–	–	﹤0.01%	101
2023 Q4	$4.7K	Hold	85	–	–	﹤0.01%	101
2023 Q3	$4.23K	Buy	85 +37	+77%	+$1.96K	﹤0.01%	109
2023 Q2	$2.57K	Hold	48	–	–	﹤0.01%	117
2023 Q1	$2.51K	Hold	48	–	–	﹤0.01%	109
2022 Q4	$2.37K	Hold	48	–	–	﹤0.01%	108
2022 Q3	$2K	Hold	48	–	–	﹤0.01%	111
2022 Q2	$2K	Hold	48	–	–	﹤0.01%	117
2022 Q1	$3K	Hold	48	–	–	﹤0.01%	115
2021 Q4	$3K	Hold	48	–	–	﹤0.01%	115
2021 Q3	$3K	Buy	+48	New	+$2.93K	﹤0.01%	114

Other funds holding ETHO

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

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 $759M AUM 18.75% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Newton One Investments's ETHO Position: Q1 2026 in Review

Newton One Investments reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 17% in Q1 2026, selling an estimated $748 and leaving 55 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #112.

Newton One Investments first reported a position in ETHO in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.13K in Q4 2024. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

Newton One Investments held 55 shares of Amplify Etho Climate Leadership US ETF worth $3.66K as of Q1 2026.
Newton One Investments sold 11 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $748.
Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Newton One Investments's portfolio in Q1 2026, its #112 holding.
Newton One Investments first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2021 and has held it in 18 quarters since.
Newton One Investments's Amplify Etho Climate Leadership US ETF position peaked at $5.13K in Q4 2024.
64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Newton One Investments's 13F filing for Q1 2026, filed 24 Apr 2026.