SWM
ETHO icon

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

Stockman 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
2022
Q1 		– Sell
-5,795
Closed -$373K – 204
2021
Q4 		$373K Buy
+5,795
New +$366K 0.08% 146

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stockman Wealth Management's ETHO Position: Q1 2022 in Review

Stockman Wealth Management sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q1 2022, closing a stake of 5,795 shares — an estimated $373K sold.

Stockman Wealth Management first reported a position in ETHO in Q4 2021 and held it in 1 quarter. The position peaked at $373K in Q4 2021. 43 funds tracked by Wall St. Rank hold ETHO as of Q1 2022.

  • Stockman Wealth Management reported no remaining Amplify Etho Climate Leadership US ETF position as of Q1 2022 after selling out during the quarter.
  • Stockman Wealth Management sold 5,795 Amplify Etho Climate Leadership US ETF shares in Q1 2022, an estimated $373K.
  • Stockman Wealth Management first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2021 and held it in 1 quarter.
  • Stockman Wealth Management's Amplify Etho Climate Leadership US ETF position peaked at $373K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2022.

Based on Stockman Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.