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Sonoma Private Wealth’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Sonoma Private Wealth’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 		$399K Sell
6,045
-120
-2% -$8.16K 0.49% 49
2025
Q4 		$403K Hold
6,165
– – 0.49% 49
2025
Q3 		$393K Sell
6,165
-2,600
-30% -$159K 0.47% 51
2025
Q2 		$510K Sell
8,765
-297
-3% -$16.4K 0.62% 42
2025
Q1 		$498K Buy
9,062
+247
+3% +$14.6K 0.69% 44
2024
Q4 		$527K Buy
8,815
+235
+3% +$14.4K 0.85% 43
2024
Q3 		$514K Sell
8,580
-5,003
-37% -$290K 0.8% 44
2024
Q2 		$767K Sell
13,583
-78
-0.6% -$4.38K 1.25% 24
2024
Q1 		$799K Buy
13,661
+8,003
+141% +$446K 1.29% 24
2023
Q4 		$315K Sell
5,658
-8,434
-60% -$429K 0.52% 63
2023
Q3 		$705K Buy
14,092
+3,217
+30% +$170K 1.29% 22
2023
Q2 		$579K Sell
10,875
-11,902
-52% -$609K 1.01% 36
2023
Q1 		$1.19M Buy
22,777
+7,073
+45% +$370K 2.36% 8
2022
Q4 		$775K Buy
+15,704
New +$781K 1.71% 19

Other funds holding ETHO

B
Bailard Foster City, California $4.35B AUM 23.57% 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 $405M AUM 19.08% 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

Sonoma Private Wealth's ETHO Position: Q1 2026 in Review

Sonoma Private Wealth reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 1.9% in Q1 2026, selling an estimated $8.16K and leaving 6,045 shares worth $399K. The position accounts for 0.49% of the portfolio, ranked #49.

Sonoma Private Wealth first reported a position in ETHO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.19M in Q1 2023. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • Sonoma Private Wealth held 6,045 shares of Amplify Etho Climate Leadership US ETF worth $399K as of Q1 2026.
  • Sonoma Private Wealth sold 120 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $8.16K.
  • Amplify Etho Climate Leadership US ETF made up 0.49% of Sonoma Private Wealth's portfolio in Q1 2026, its #49 holding.
  • Sonoma Private Wealth first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2022 and has held it in 14 quarters since.
  • Sonoma Private Wealth's Amplify Etho Climate Leadership US ETF position peaked at $1.19M in Q1 2023.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.