BCS Wealth Management’s Amplify Alternative Harvest ETF MJ Stock Holding History

BCS Wealth Management’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	-921	Closed	-$47K	–	183
2022 Q4	$47K	Hold	921	–	–	0.02%	190
2022 Q3	$51K	Buy	+921	New	+$63.8K	0.02%	177
2022 Q2	–	Sell	-919	Closed	-$114K	–	187
2022 Q1	$114K	Sell	919 -7	-0.8%	-$841	0.05%	185
2021 Q4	$123K	Sell	926 -111	-11%	-$17.5K	0.04%	195
2021 Q3	$179K	Sell	1,037 -26	-2%	-$5.31K	0.08%	168
2021 Q2	$263K	Sell	1,063 -229	-18%	-$57.7K	0.14%	132
2021 Q1	$355K	Hold	1,292	–	–	0.17%	108
2020 Q4	$223K	Hold	1,292	–	–	0.12%	128
2020 Q3	$161K	Buy	1,292 +337	+35%	+$50.2K	0.09%	125
2020 Q2	$147K	Hold	955	–	–	0.09%	119
2020 Q1	$131K	Sell	955 -90	-9%	-$16K	0.09%	102
2019 Q4	$215K	Buy	+1,045	New	+$230K	0.14%	103

Other funds holding MJ

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

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

SWP

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BCS Wealth Management's MJ Position: Q1 2023 in Review

BCS Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2023, closing a stake of 921 shares — an estimated $47K sold.

BCS Wealth Management first reported a position in MJ in Q4 2019 and held it in 12 quarters. The position peaked at $355K in Q1 2021. 232 funds tracked by Wall St. Rank hold MJ as of Q1 2023.

BCS Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q1 2023 after selling out during the quarter.
BCS Wealth Management sold 921 Amplify Alternative Harvest ETF shares in Q1 2023, an estimated $47K.
BCS Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q4 2019 and held it in 12 quarters.
BCS Wealth Management's Amplify Alternative Harvest ETF position peaked at $355K in Q1 2021.
232 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2023.

Based on BCS Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.