Winslow Evans & Crocker’s Amplify Etho Climate Leadership US ETF ETHO Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$29K	Buy	550 +70	+15%	+$3.42K	0.01%	707
2020 Q3	$21K	Hold	480	–	–	0.01%	613
2020 Q2	$20K	Hold	480	–	–	0.01%	612
2020 Q1	$16K	Buy	480 +80	+20%	+$3.22K	0.01%	607
2019 Q4	$18K	Buy	400 +60	+18%	+$2.46K	﹤0.01%	677
2019 Q3	$14K	Buy	+340	New	+$13.4K	﹤0.01%	712

Other funds holding ETHO

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Winslow Evans & Crocker's ETHO Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Amplify Etho Climate Leadership US ETF (ETHO) stake by 15% in Q4 2020, buying an estimated $3.42K and bringing the position to 550 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #707.

Winslow Evans & Crocker first reported a position in ETHO in Q3 2019 and has held it in 6 quarters since. 37 funds tracked by Wall St. Rank hold ETHO as of Q4 2020.

Winslow Evans & Crocker held 550 shares of Amplify Etho Climate Leadership US ETF worth $29K as of Q4 2020.
Winslow Evans & Crocker bought 70 Amplify Etho Climate Leadership US ETF shares in Q4 2020, an estimated $3.42K.
Amplify Etho Climate Leadership US ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #707 holding.
Winslow Evans & Crocker first reported a position in Amplify Etho Climate Leadership US ETF in Q3 2019 and has held it in 6 quarters since.
37 funds tracked by Wall St. Rank held Amplify Etho Climate Leadership US ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.