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Patriot Financial Group Insurance Agency’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2,377
Closed -$113K – 872
2022
Q2 		$113K Buy
2,377
+1
+0% +$52 0.02% 514
2022
Q1 		$139K Buy
2,376
+678
+40% +$39.4K 0.02% 490
2021
Q4 		$109K Sell
1,698
-51
-3% -$3.22K 0.02% 631
2021
Q3 		$104K Buy
1,749
+247
+16% +$15.1K 0.02% 640
2021
Q2 		$91K Buy
1,502
+168
+13% +$9.89K 0.02% 658
2021
Q1 		$77K Buy
1,334
+314
+31% +$17.6K 0.02% 634
2020
Q4 		$54K Buy
1,020
+201
+25% +$9.81K 0.01% 665
2020
Q3 		$36K Buy
819
+251
+44% +$11K 0.01% 613
2020
Q2 		$23K Buy
568
+1
+0.2% +$38 0.01% 707
2020
Q1 		$19K Buy
567
+1
+0.2% +$40 0.01% 677
2019
Q4 		$24K Buy
566
+326
+136% +$13.4K 0.01% 634
2019
Q3 		$10K Buy
+240
New +$9.43K ﹤0.01% 799

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ETHO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2022, closing a stake of 2,377 shares — an estimated $113K sold.

Patriot Financial Group Insurance Agency first reported a position in ETHO in Q3 2019 and held it in 12 quarters. The position peaked at $139K in Q1 2022. 45 funds tracked by Wall St. Rank hold ETHO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2,377 Amplify Etho Climate Leadership US ETF shares in Q3 2022, an estimated $113K.
  • Patriot Financial Group Insurance Agency first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2019 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's Amplify Etho Climate Leadership US ETF position peaked at $139K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.