UBS Group
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UBS Group’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

UBS Group’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 		$8.79K Buy
133
+108
+432% +$7.34K ﹤0.01% 8484
2025
Q4 		$1.63K Sell
25
-11,910
-100% -$773K ﹤0.01% 9515
2025
Q3 		$760K Sell
11,935
-3,476
-23% -$213K ﹤0.01% 5781
2025
Q2 		$896K Buy
15,411
+4,345
+39% +$240K ﹤0.01% 5546
2025
Q1 		$609K Buy
11,066
+8,911
+414% +$527K ﹤0.01% 5698
2024
Q4 		$129K Buy
+2,155
New +$132K ﹤0.01% 6721
2024
Q3 		– Sell
-69
Closed -$3.9K – 9640
2024
Q2 		$3.9K Buy
+69
New +$3.87K ﹤0.01% 8153
2024
Q1 		– Sell
-633
Closed -$35.2K – 9479
2023
Q4 		$35.2K Sell
633
-207
-25% -$10.5K ﹤0.01% 6750
2023
Q3 		$42K Sell
840
-1,325
-61% -$70.1K ﹤0.01% 6409
2023
Q2 		$115K Buy
+2,165
New +$111K ﹤0.01% 5886
2022
Q4 		– Sell
-371
Closed -$17K – 10819
2022
Q3 		$17K Sell
371
-800
-68% -$41.2K ﹤0.01% 7588
2022
Q2 		$56K Buy
1,171
+937
+400% +$48.8K ﹤0.01% 5822
2022
Q1 		$14K Buy
+234
New +$13.6K ﹤0.01% 7930
2021
Q3 		– Sell
-370
Closed -$22K – 9683
2021
Q2 		$22K Buy
370
+369
+36,900% +$21.7K ﹤0.01% 7226
2021
Q1 		$0 Buy
+1
New +$56 ﹤0.01% 9108
2020
Q4 		– Sell
-346
Closed -$15K – 8484
2020
Q3 		$15K Buy
+346
New +$15.1K ﹤0.01% 6516
2020
Q2 		– Sell
-7
Closed – – 8040
2020
Q1 		$0 Buy
+7
New +$282 ﹤0.01% 8069
2019
Q3 		– Sell
-473
Closed -$19K – 8058
2019
Q2 		$19K Buy
+473
New +$18K ﹤0.01% 6640
2019
Q1 		– Sell
-1,969
Closed -$63K – 7821
2018
Q4 		$63K Buy
+1,969
New +$67.6K ﹤0.01% 5906
2018
Q3 		– Sell
-39
Closed -$1K – 8053
2018
Q2 		$1K Buy
39
+27
+225% +$949 ﹤0.01% 7819
2018
Q1 		$0 Buy
+12
New +$418 ﹤0.01% 7902
2017
Q1 		– Sell
-476
Closed -$13K – 7724
2016
Q4 		$13K Buy
+476
New +$12.9K ﹤0.01% 6759

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 $759M AUM 18.75% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

UBS Group's ETHO Position: Q1 2026 in Review

UBS Group increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 432% in Q1 2026, buying an estimated $7.34K and bringing the position to 133 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #8484.

UBS Group first reported a position in ETHO in Q4 2016 and has held it in 22 quarters since. The position peaked at $896K in Q2 2025. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • UBS Group held 133 shares of Amplify Etho Climate Leadership US ETF worth $8.79K as of Q1 2026.
  • UBS Group bought 108 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $7.34K.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8484 holding.
  • UBS Group first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2016 and has held it in 22 quarters since.
  • UBS Group's Amplify Etho Climate Leadership US ETF position peaked at $896K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.