Asset Planning Services (Pennsylvania)’s Amplify Alternative Harvest ETF MJ Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-46	Closed	-$11K	–	190
2019 Q3	$11K	Hold	46	–	–	﹤0.01%	203
2019 Q2	$17K	Hold	46	–	–	0.01%	171
2019 Q1	$20K	Hold	46	–	–	0.01%	165
2018 Q4	$14K	Hold	46	–	–	0.01%	181
2018 Q3	$20K	Buy	+46	New	+$17.3K	0.01%	170

Other funds holding MJ

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s MJ Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2019, closing a stake of 46 shares — an estimated $11K sold.

Asset Planning Services (Pennsylvania) first reported a position in MJ in Q3 2018 and held it in 5 quarters. The position peaked at $20K in Q1 2019. 241 funds tracked by Wall St. Rank hold MJ as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Amplify Alternative Harvest ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 46 Amplify Alternative Harvest ETF shares in Q4 2019, an estimated $11K.
Asset Planning Services (Pennsylvania) first reported a position in Amplify Alternative Harvest ETF in Q3 2018 and held it in 5 quarters.
Asset Planning Services (Pennsylvania)'s Amplify Alternative Harvest ETF position peaked at $20K in Q1 2019.
241 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.