Envestnet Portfolio Solutions, Inc. ETHO — AMPLIFY ETF TR

Ownership history in Envestnet Portfolio Solutions, Inc.  ·  10 quarters on record

AI Ownership Summary

Envestnet Portfolio Solutions, Inc. reported AMPLIFY ETF TR (ETHO) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows ETHO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Envestnet Portfolio Solutions, Inc.'s position in AMPLIFY ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ETHO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ETHO stock page Envestnet Portfolio Solutions, Inc. fund profile Envestnet Portfolio Solutions, Inc. full holdings
How Envestnet Portfolio Solutions, Inc. held ETHO — position size vs. price
% of Fund (quarterly)    ETHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 62,072 +11,667 +23.1% 0.02% $5.0M 2026-07-20 $78.58
2026 Q1 ADDED — — — 50,405 +5,482 +12.2% 0.02% $3.3M 2026-04-29 $72.18
2025 Q4 ADDED — — — 44,923 +6,408 +16.6% 0.01% $2.9M 2026-02-06 $69.89
2025 Q3 ADDED — — — 38,515 +2,053 +5.6% 0.01% $2.5M 2025-10-30 $63.68
2025 Q2 REDUCED 9.3% +9.3% ❌ 36,462 -3,737 -9.3% 0.01% $2.1M 2025-07-25 $59.91
2025 Q1 ADDED — — — 40,199 +1,403 +3.6% 0.01% $2.2M 2025-04-21 $49.12
2024 Q4 ADDED — — — 38,796 +2,785 +7.7% 0.01% $2.3M 2025-02-10 $60.80
2024 Q3 REDUCED — — — 36,011 -885 -2.4% 0.01% $2.2M 2024-10-31 $58.29
2024 Q2 REDUCED — — — 36,896 -791 -2.1% 0.01% $2.1M 2024-07-16 $59.86
2024 Q1 INITIATED — — — 37,687 — — 0.01% $2.2M 2024-05-06 $55.37

🏢 Other funds also holding ETHO

As of 2026 Q2 — sorted by position size

Stonehearth Capital Management, LLC 3Y 7Y 0.61% PFG Investments, LLC 3Y 0.09% GGM Financial LLC 0.08% Lewis Asset Management, LLC 0.08% First Pacific Financial 3Y 0.07% FSM Wealth Advisors, LLC 3Y 0.06% Enclave Advisors LLC 0.06% Allegheny Financial Group 3Y 0.05% Mason & Associates Inc 3Y 0.03% TFC Financial Management, Inc. 3Y 0.01%

FAQ About Envestnet Portfolio Solutions, Inc. and ETHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Envestnet Portfolio Solutions, Inc. reported owning ETHO?

Envestnet Portfolio Solutions, Inc. reported ETHO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ETHO position in Envestnet Portfolio Solutions, Inc.'s portfolio?

The largest reported portfolio weight for ETHO was 0.02% in 2026 Q2.

What is the latest reported ETHO position on this page?

The most recent filing on this page is 2026 Q2, when Envestnet Portfolio Solutions, Inc. reported 62,072 shares, equal to 0.02% of portfolio, with an estimated market value of $5.0M.

What does the chart on this ETHO ownership page compare?

The chart compares Envestnet Portfolio Solutions, Inc.'s quarterly ETHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Envestnet Portfolio Solutions, Inc. time their ETHO position?

Based on 13F filing dates vs. subsequent ETHO price moves, Envestnet Portfolio Solutions, Inc. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on ETHO relative to SPY over the holding period was -1.7%.

← Back to Envestnet Portfolio Solutions, Inc. Holdings