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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
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 $4.35B AUM 23.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

WCG Wealth Advisors's ETHO Position: Q1 2026 in Review

WCG Wealth Advisors increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 0.7% in Q1 2026, buying an estimated $29.3K and bringing the position to 61,623 shares worth $4.07M. The position accounts for 0.11% of the portfolio, ranked #177.

WCG Wealth Advisors first reported a position in ETHO in Q2 2023 and has held it in 11 quarters since. 64 funds tracked by Wall St. Rank hold ETHO as of Q1 2026.

  • WCG Wealth Advisors held 61,623 shares of Amplify Etho Climate Leadership US ETF worth $4.07M as of Q1 2026.
  • WCG Wealth Advisors bought 431 Amplify Etho Climate Leadership US ETF shares in Q1 2026, an estimated $29.3K.
  • Amplify Etho Climate Leadership US ETF made up 0.11% of WCG Wealth Advisors's portfolio in Q1 2026, its #177 holding.
  • WCG Wealth Advisors first reported a position in Amplify Etho Climate Leadership US ETF in Q2 2023 and has held it in 11 quarters since.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.