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Strategic Asset Management’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Strategic Asset 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
Q3 		– Sell
-820
Closed -$39K – 585
2022
Q2 		$39K Buy
820
+1
+0.1% +$52 0.06% 180
2022
Q1 		$48K Buy
819
+27
+3% +$1.57K 0.07% 164
2021
Q4 		$51K Buy
792
+1
+0.1% +$63 0.07% 153
2021
Q3 		$48K Buy
+791
New +$48.2K 0.07% 158

Other funds holding ETHO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
FI
Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategic Asset Management's ETHO Position: Q3 2022 in Review

Strategic Asset Management sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q3 2022, closing a stake of 820 shares — an estimated $39K sold.

Strategic Asset Management first reported a position in ETHO in Q3 2021 and held it in 4 quarters. The position peaked at $51K in Q4 2021. 45 funds tracked by Wall St. Rank hold ETHO as of Q3 2022.

  • Strategic Asset Management reported no remaining Amplify Etho Climate Leadership US ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Asset Management sold 820 Amplify Etho Climate Leadership US ETF shares in Q3 2022, an estimated $39K.
  • Strategic Asset Management first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2021 and held it in 4 quarters.
  • Strategic Asset Management's Amplify Etho Climate Leadership US ETF position peaked at $51K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.