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

Walkner Condon 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
2026
Q2 		$1.1M Sell
13,664
-452
-3% -$33.6K 0.13% 119
2026
Q1 		$933K Sell
14,116
-40
-0.3% -$2.72K 0.12% 121
2025
Q4 		$924K Buy
14,156
+1,540
+12% +$99.9K 0.13% 116
2025
Q3 		$803K Buy
12,616
+594
+5% +$36.4K 0.13% 123
2025
Q2 		$699K Buy
12,022
+219
+2% +$12.1K 0.13% 123
2025
Q1 		$649K Buy
11,803
+384
+3% +$22.7K 0.13% 122
2024
Q4 		$682K Buy
11,419
+1,925
+20% +$118K 0.14% 123
2024
Q3 		$569K Buy
+9,494
New +$551K 0.12% 143

Other funds holding ETHO

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.15B AUM 16.94% 1-Year Est. Return

Walkner Condon Financial Advisors's ETHO Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Amplify Etho Climate Leadership US ETF (ETHO) stake by 3.2% in Q2 2026, selling an estimated $33.6K and leaving 13,664 shares worth $1.1M. The position accounts for 0.13% of the portfolio, ranked #119.

Walkner Condon Financial Advisors first reported a position in ETHO in Q3 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • Walkner Condon Financial Advisors held 13,664 shares of Amplify Etho Climate Leadership US ETF worth $1.1M as of Q2 2026.
  • Walkner Condon Financial Advisors sold 452 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $33.6K.
  • Amplify Etho Climate Leadership US ETF made up 0.13% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Walkner Condon Financial Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.