Arkadios Wealth Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

Arkadios Wealth Advisors’s Portfolio MJ Stock Details MJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,207	Closed	-$61.7K	–	624
2022 Q4	$61.7K	Buy	1,207 +84	+7%	+$5.2K	0.01%	551
2022 Q3	$62K	Sell	1,123 -1,621	-59%	-$112K	0.01%	515
2022 Q2	$191K	Buy	2,744 +1,608	+142%	+$149K	0.03%	515
2022 Q1	$141K	Buy	+1,136	New	+$137K	0.02%	541
2021 Q4	–	Sell	-4,862	Closed	-$839K	–	1298
2021 Q3	$839K	Sell	4,862 -502	-9%	-$102K	0.12%	190
2021 Q2	$1.32M	Buy	5,364 +2,106	+65%	+$530K	0.16%	159
2021 Q1	$895K	Buy	3,258 +1,912	+142%	+$505K	0.15%	166
2020 Q4	$231K	Buy	1,346 +1,329	+7,818%	+$210K	0.05%	306
2020 Q3	$2.22K	Hold	17	–	–	﹤0.01%	932
2020 Q2	$2.62K	Hold	17	–	–	﹤0.01%	855
2020 Q1	$2.28K	Hold	17	–	–	﹤0.01%	908
2019 Q4	$3.17K	Buy	+17	New	+$3.75K	﹤0.01%	763

Other funds holding MJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Arkadios Wealth Advisors's MJ Position: Q1 2023 in Review

Arkadios Wealth Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2023, closing a stake of 1,207 shares — an estimated $61.7K sold.

Arkadios Wealth Advisors first reported a position in MJ in Q4 2019 and held it in 12 quarters. The position peaked at $1.32M in Q2 2021. 232 funds tracked by Wall St. Rank hold MJ as of Q1 2023.

Arkadios Wealth Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q1 2023 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,207 Amplify Alternative Harvest ETF shares in Q1 2023, an estimated $61.7K.
Arkadios Wealth Advisors first reported a position in Amplify Alternative Harvest ETF in Q4 2019 and held it in 12 quarters.
Arkadios Wealth Advisors's Amplify Alternative Harvest ETF position peaked at $1.32M in Q2 2021.
232 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.