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

Private Portfolio 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
2023 Q4	–	Sell	-8,044	Closed	-$403K	–	265
2023 Q3	$403K	Sell	8,044 -9	-0.1%	-$476	0.1%	156
2023 Q2	$429K	Buy	8,053 +5	+0.1%	+$256	0.11%	155
2023 Q1	$420K	Hold	8,048	–	–	0.11%	150
2022 Q4	$397K	Hold	8,048	–	–	0.1%	171
2022 Q3	$372K	Buy	8,048 +23	+0.3%	+$1.18K	0.11%	165
2022 Q2	$382K	Hold	8,025	–	–	0.11%	162
2022 Q1	$469K	Hold	8,025	–	–	0.12%	162
2021 Q4	$517K	Hold	8,025	–	–	0.13%	151
2021 Q3	$477K	Hold	8,025	–	–	0.14%	147
2021 Q2	$485K	Hold	8,025	–	–	0.14%	137
2021 Q1	$462K	Hold	8,025	–	–	0.15%	128
2020 Q4	$426K	Hold	8,025	–	–	0.15%	134
2020 Q3	$355K	Hold	8,025	–	–	0.14%	139
2020 Q2	$330K	Sell	8,025 -9	-0.1%	-$342	0.15%	135
2020 Q1	$265K	Buy	8,034 +9	+0.1%	+$362	0.14%	146
2019 Q4	$343K	Hold	8,025	–	–	0.15%	139
2019 Q3	$318K	Hold	8,025	–	–	0.15%	143
2019 Q2	$314K	Hold	8,025	–	–	0.13%	160
2019 Q1	$298K	Hold	8,025	–	–	0.16%	147
2018 Q4	$257K	Buy	+8,025	New	+$275K	0.16%	141

Other funds holding ETHO

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SCM

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

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Private Portfolio Partners's ETHO Position: Q4 2023 in Review

Private Portfolio Partners sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q4 2023, closing a stake of 8,044 shares — an estimated $403K sold.

Private Portfolio Partners first reported a position in ETHO in Q4 2018 and held it in 20 quarters. The position peaked at $517K in Q4 2021. 50 funds tracked by Wall St. Rank hold ETHO as of Q4 2023.

Private Portfolio Partners reported no remaining Amplify Etho Climate Leadership US ETF position as of Q4 2023 after selling out during the quarter.
Private Portfolio Partners sold 8,044 Amplify Etho Climate Leadership US ETF shares in Q4 2023, an estimated $403K.
Private Portfolio Partners first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2018 and held it in 20 quarters.
Private Portfolio Partners's Amplify Etho Climate Leadership US ETF position peaked at $517K in Q4 2021.
50 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2023.

Based on Private Portfolio Partners's 13F filing for Q4 2023, filed 7 Feb 2024.