Barnes Pettey Financial Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

Barnes Pettey Financial 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
2024 Q1	–	Sell	-843	Closed	-$32.7K	–	100
2023 Q4	$32.7K	Buy	+843	New	+$31.7K	0.03%	95
2023 Q3	–	Sell	-879	Closed	-$31.5K	–	96
2023 Q2	$31.5K	Sell	879 -926	-51%	-$35.7K	0.03%	99
2023 Q1	$76.2K	Buy	1,805 +286	+19%	+$14.2K	0.07%	100
2022 Q4	$77.7K	Buy	+1,519	New	+$94K	0.08%	100

Other funds holding MJ

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

FCC

Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

Barnes Pettey Financial Advisors's MJ Position: Q1 2024 in Review

Barnes Pettey Financial Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2024, closing a stake of 843 shares — an estimated $32.7K sold.

Barnes Pettey Financial Advisors first reported a position in MJ in Q4 2022 and held it in 4 quarters. The position peaked at $77.7K in Q4 2022. 156 funds tracked by Wall St. Rank hold MJ as of Q1 2024.

Barnes Pettey Financial Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q1 2024 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 843 Amplify Alternative Harvest ETF shares in Q1 2024, an estimated $32.7K.
Barnes Pettey Financial Advisors first reported a position in Amplify Alternative Harvest ETF in Q4 2022 and held it in 4 quarters.
Barnes Pettey Financial Advisors's Amplify Alternative Harvest ETF position peaked at $77.7K in Q4 2022.
156 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2024.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2024, filed 6 May 2024.