Spire Wealth Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Spire Wealth Management’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
2024 Q1	–	Sell	-80	Closed	-$4.37K	–	2331
2023 Q4	$4.37K	Hold	80	–	–	﹤0.01%	1988
2023 Q3	$3.99K	Buy	80 +1	+1%	+$53	﹤0.01%	1993
2023 Q2	$4.23K	Hold	79	–	–	﹤0.01%	2042
2023 Q1	$4.13K	Hold	79	–	–	﹤0.01%	2080
2022 Q4	$4K	Hold	79	–	–	﹤0.01%	1884
2022 Q3	$4K	Buy	79 +1	+1%	+$51	﹤0.01%	1786
2022 Q2	$4K	Hold	78	–	–	﹤0.01%	2185
2022 Q1	$5K	Hold	78	–	–	﹤0.01%	2229
2021 Q4	$5K	Buy	+78	New	+$4.92K	﹤0.01%	2557

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

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Spire Wealth Management's ETHO Position: Q1 2024 in Review

Spire Wealth Management sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2024, closing a stake of 80 shares — an estimated $4.37K sold.

Spire Wealth Management first reported a position in ETHO in Q4 2021 and held it in 9 quarters. The position peaked at $5K in Q1 2022. 52 funds tracked by Wall St. Rank hold ETHO as of Q1 2024.

Spire Wealth Management reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 80 Amplify Etho Climate Leadership US ETF shares in Q1 2024, an estimated $4.37K.
Spire Wealth Management first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2021 and held it in 9 quarters.
Spire Wealth Management's Amplify Etho Climate Leadership US ETF position peaked at $5K in Q1 2022.
52 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.