Valeo Financial Advisors’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-800	Closed	-$46K	–	909
2021 Q1	$46K	Hold	800	–	–	﹤0.01%	904
2020 Q4	$42K	Hold	800	–	–	﹤0.01%	831
2020 Q3	$35K	Hold	800	–	–	﹤0.01%	762
2020 Q2	$33K	Hold	800	–	–	﹤0.01%	880
2020 Q1	$29K	Buy	+800	New	+$32.2K	﹤0.01%	775

Other funds holding ETHO

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Valeo Financial Advisors's ETHO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Amplify Etho Climate Leadership US ETF (ETHO) in Q2 2021, closing a stake of 800 shares — an estimated $46K sold.

Valeo Financial Advisors first reported a position in ETHO in Q1 2020 and held it in 5 quarters. The position peaked at $46K in Q1 2021. 44 funds tracked by Wall St. Rank hold ETHO as of Q2 2021.

Valeo Financial Advisors reported no remaining Amplify Etho Climate Leadership US ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 800 Amplify Etho Climate Leadership US ETF shares in Q2 2021, an estimated $46K.
Valeo Financial Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q1 2020 and held it in 5 quarters.
Valeo Financial Advisors's Amplify Etho Climate Leadership US ETF position peaked at $46K in Q1 2021.
44 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.