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Private Capital Group’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Private Capital Group’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
Q4 		– Sell
-300
Closed -$18K – 2108
2021
Q3 		$18K Hold
300
– – ﹤0.01% 1120
2021
Q2 		$18K Hold
300
– – ﹤0.01% 1139
2021
Q1 		$17K Hold
300
– – ﹤0.01% 1129
2020
Q4 		$16K Hold
300
– – ﹤0.01% 1261
2020
Q3 		$13K Hold
300
– – ﹤0.01% 1240
2020
Q2 		$12K Hold
300
– – ﹤0.01% 1277
2020
Q1 		$10K Buy
+300
New +$12.1K ﹤0.01% 1270

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FDCDDQ
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
FI
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IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
SCM
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Private Capital Group's ETHO Position: Q4 2021 in Review

Private Capital Group sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q4 2021, closing a stake of 300 shares — an estimated $18K sold.

Private Capital Group first reported a position in ETHO in Q1 2020 and held it in 7 quarters. The position peaked at $18K in Q3 2021. 45 funds tracked by Wall St. Rank hold ETHO as of Q4 2021.

  • Private Capital Group reported no remaining Amplify Etho Climate Leadership US ETF position as of Q4 2021 after selling out during the quarter.
  • Private Capital Group sold 300 Amplify Etho Climate Leadership US ETF shares in Q4 2021, an estimated $18K.
  • Private Capital Group first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2020 and held it in 7 quarters.
  • Private Capital Group's Amplify Etho Climate Leadership US ETF position peaked at $18K in Q3 2021.
  • 45 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2021.

Based on Private Capital Group's 13F filing for Q4 2021, filed 24 Jan 2022.