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WCG Wealth Advisors’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

WCG Wealth 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 		$5.23M Buy
64,934
+3,311
+5% +$246K 0.12% 165
2026
Q1 		$4.07M Buy
61,623
+431
+0.7% +$29.3K 0.11% 177
2025
Q4 		$4M Buy
61,192
+49,042
+404% +$3.18M 0.11% 174
2025
Q3 		$774K Sell
12,150
-26,847
-69% -$1.64M 0.05% 263
2025
Q2 		$2.27M Buy
38,997
+10,991
+39% +$606K 0.15% 147
2025
Q1 		$1.54M Sell
28,006
-1,879
-6% -$111K 0.12% 160
2024
Q4 		$1.78M Buy
29,885
+742
+3% +$45.4K 0.12% 160
2024
Q3 		$1.75M Buy
29,143
+159
+0.5% +$9.23K 0.12% 167
2024
Q2 		$1.64M Buy
+28,984
New +$1.63M 0.12% 152
2024
Q1 		– Sell
-23,687
Closed -$1.32M – 273
2023
Q4 		$1.32M Sell
23,687
-810
-3% -$41.2K 0.1% 177
2023
Q3 		$1.31M Buy
24,497
+606
+3% +$32K 0.1% 170
2023
Q2 		$1.27M Buy
+23,891
New +$1.22M 0.15% 98

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

WCG Wealth Advisors's ETHO Position: Q2 2026 in Review

WCG Wealth Advisors increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 5.4% in Q2 2026, buying an estimated $246K and bringing the position to 64,934 shares worth $5.23M. The position accounts for 0.12% of the portfolio, ranked #165.

WCG Wealth Advisors first reported a position in ETHO in Q2 2023 and has held it in 12 quarters since. 63 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • WCG Wealth Advisors held 64,934 shares of Amplify Etho Climate Leadership US ETF worth $5.23M as of Q2 2026.
  • WCG Wealth Advisors bought 3,311 Amplify Etho Climate Leadership US ETF shares in Q2 2026, an estimated $246K.
  • Amplify Etho Climate Leadership US ETF made up 0.12% of WCG Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • WCG Wealth Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2023 and has held it in 12 quarters since.
  • 63 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.