R.W. Roge & Company’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

R.W. Roge & Company’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 Q2	$236K	Buy	+2,933	New	+$218K	0.1%	62

Other funds holding ETHO

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

R.W. Roge & Company's ETHO Position: Q2 2026 in Review

R.W. Roge & Company opened a new position in Amplify Etho Climate Leadership US ETF (ETHO) in Q2 2026: 2,933 shares worth $236K. The stake represents 0.1% of the portfolio and ranks #62 among its holdings.

63 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

R.W. Roge & Company held 2,933 shares of Amplify Etho Climate Leadership US ETF worth $236K as of Q2 2026.
Amplify Etho Climate Leadership US ETF was a new R.W. Roge & Company position in Q2 2026.
Amplify Etho Climate Leadership US ETF made up 0.1% of R.W. Roge & Company's portfolio in Q2 2026, its #62 holding.
63 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on R.W. Roge & Company's 13F filing for Q2 2026, filed 3 Aug 2026.