ORG Partners’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

ORG Partners’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
2025 Q4	$233K	Sell	3,561 -498	-12%	-$32.3K	0.04%	310
2025 Q3	$259K	Hold	4,059	–	–	0.05%	296
2025 Q2	$240K	Hold	4,059	–	–	0.05%	286
2025 Q1	$223K	Hold	4,059	–	–	0.06%	256
2024 Q4	$243K	Sell	4,059 -18	-0.4%	-$1.1K	0.03%	292
2024 Q3	$244K	Buy	4,077 +2	+0%	+$116	0.04%	255
2024 Q2	$228K	Buy	+4,075	New	+$229K	0.03%	397
2024 Q1	–	Sell	-3,516	Closed	-$196K	–	707
2023 Q4	$196K	Hold	3,516	–	–	0.03%	295
2023 Q3	$176K	Buy	3,516 +2	+0.1%	+$106	0.05%	304
2023 Q2	$187K	Buy	+3,514	New	+$180K	0.03%	387

Other funds holding ETHO

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

MWM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

ORG Partners's ETHO Position: Q4 2025 in Review

ORG Partners reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 12% in Q4 2025, selling an estimated $32.3K and leaving 3,561 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #310.

ORG Partners first reported a position in ETHO in Q2 2023 and has held it in 10 quarters since. The position peaked at $259K in Q3 2025. 64 funds tracked by Wall St. Rank hold ETHO as of Q4 2025.

ORG Partners held 3,561 shares of Amplify Etho Climate Leadership US ETF worth $233K as of Q4 2025.
ORG Partners sold 498 Amplify Etho Climate Leadership US ETF shares in Q4 2025, an estimated $32.3K.
Amplify Etho Climate Leadership US ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #310 holding.
ORG Partners first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Amplify Etho Climate Leadership US ETF position peaked at $259K in Q3 2025.
64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.