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SGL Investment Advisors’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

SGL Investment Advisors’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 		$587K Buy
7,912
+645
+9% +$43.9K 0.22% 85
2025
Q4 		$493K Buy
7,267
+312
+4% +$20.2K 0.2% 89
2025
Q3 		$449K Buy
6,955
+240
+4% +$14.7K 0.19% 96
2025
Q2 		$402K Buy
6,715
+165
+3% +$9.1K 0.19% 85
2025
Q1 		$362K Buy
6,550
+460
+8% +$27.2K 0.19% 81
2024
Q4 		$370K Buy
6,090
+46
+0.8% +$2.82K 0.19% 79
2024
Q3 		$374K Buy
+6,044
New +$351K 0.19% 77

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

SGL Investment Advisors's ETHO Position: Q1 2026 in Review

SGL Investment Advisors increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 8.9% in Q1 2026, buying an estimated $43.9K and bringing the position to 7,912 shares worth $587K. The position accounts for 0.22% of the portfolio, ranked #85.

SGL Investment Advisors first reported a position in ETHO in Q3 2024 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • SGL Investment Advisors held 7,912 shares of Amplify Etho Climate Leadership US ETF worth $587K as of Q1 2026.
  • SGL Investment Advisors bought 645 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $43.9K.
  • Amplify Etho Climate Leadership US ETF made up 0.22% of SGL Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • SGL Investment Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2024 and has held it in 7 quarters since.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.