Osaic Holdings
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Osaic Holdings’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Osaic Holdings’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 		$540K Sell
8,174
-10,139
-55% -$689K ﹤0.01% 3271
2025
Q4 		$1.2M Sell
18,313
-3,570
-16% -$232K ﹤0.01% 2523
2025
Q3 		$1.39M Sell
21,883
-15,055
-41% -$922K ﹤0.01% 2499
2025
Q2 		$2.15M Buy
36,938
+11,653
+46% +$642K ﹤0.01% 1838
2025
Q1 		$1.39M Sell
25,285
-15,723
-38% -$930K ﹤0.01% 1953
2024
Q4 		$2.45M Buy
41,008
+2,348
+6% +$144K 0.01% 1506
2024
Q3 		$2.32M Buy
38,660
+8,751
+29% +$508K 0.01% 1585
2024
Q2 		$1.69M Sell
29,909
-46,160
-61% -$2.59M ﹤0.01% 1758
2024
Q1 		$4.45M Buy
76,069
+5,450
+8% +$304K 0.01% 1112
2023
Q4 		$3.93M Sell
70,619
-798
-1% -$40.6K 0.01% 1373
2023
Q3 		$3.57M Sell
71,417
-905
-1% -$47.9K 0.01% 1537
2023
Q2 		$3.85M Buy
72,322
+274
+0.4% +$14K 0.01% 1359
2023
Q1 		$3.76M Buy
72,048
+21,750
+43% +$1.14M 0.01% 1353
2022
Q4 		$2.48M Buy
50,298
+21,602
+75% +$1.07M 0.01% 1590
2022
Q3 		$1.33M Sell
28,696
-4
-0% -$206 ﹤0.01% 1953
2022
Q2 		$1.36M Sell
28,700
-503
-2% -$26.2K ﹤0.01% 1978
2022
Q1 		$2.56M Sell
29,203
-30
-0.1% -$1.74K 0.01% 1725
2021
Q4 		$1.88M Buy
29,233
+682
+2% +$43.1K ﹤0.01% 1834
2021
Q3 		$1.7M Buy
28,551
+480
+2% +$29.3K ﹤0.01% 1862
2021
Q2 		$1.7M Buy
28,071
+1,767
+7% +$104K ﹤0.01% 1862
2021
Q1 		$1.51M Buy
26,304
+65
+0.2% +$3.65K ﹤0.01% 1866
2020
Q4 		$1.39M Sell
26,239
-639
-2% -$31.2K ﹤0.01% 1754
2020
Q3 		$1.19M Buy
26,878
+5,056
+23% +$221K ﹤0.01% 1689
2020
Q2 		$900K Sell
21,822
-1,904
-8% -$72.4K ﹤0.01% 1835
2020
Q1 		$761K Buy
+23,726
New +$955K ﹤0.01% 1739

Other funds holding ETHO

B
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
LPL Financial
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 $871M AUM 21.22% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Osaic Holdings's ETHO Position: Q1 2026 in Review

Osaic Holdings reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 55% in Q1 2026, selling an estimated $689K and leaving 8,174 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #3271.

Osaic Holdings first reported a position in ETHO in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.45M in Q1 2024. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Osaic Holdings held 8,174 shares of Amplify Etho Climate Leadership US ETF worth $540K as of Q1 2026.
  • Osaic Holdings sold 10,139 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $689K.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3271 holding.
  • Osaic Holdings first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Amplify Etho Climate Leadership US ETF position peaked at $4.45M in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.