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Wellington-Altus USA’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Wellington-Altus USA’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 		$3.9K Hold
59
– – ﹤0.01% 616
2026
Q1 		$4.76K Hold
59
– – ﹤0.01% 640
2025
Q4 		$3.85K Buy
+59
New +$3.83K ﹤0.01% 628

Other funds holding ETHO

B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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

Wellington-Altus USA's ETHO Position: Q2 2026 in Review

Wellington-Altus USA held its Amplify Etho Climate Leadership US ETF (ETHO) position steady in Q2 2026 at 59 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Wellington-Altus USA first reported a position in ETHO in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.76K in Q1 2026. 64 funds tracked by Wall St. Rank hold ETHO as of Q2 2026.

  • Wellington-Altus USA held 59 shares of Amplify Etho Climate Leadership US ETF worth $3.9K as of Q2 2026.
  • Wellington-Altus USA left its Amplify Etho Climate Leadership US ETF share count unchanged in Q2 2026.
  • Amplify Etho Climate Leadership US ETF made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #616 holding.
  • Wellington-Altus USA first reported a position in Amplify Etho Climate Leadership US ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Amplify Etho Climate Leadership US ETF position peaked at $4.76K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.