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

BDO 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 Q2	$1.94K	Sell	54 -325	-86%	-$12.5K	﹤0.01%	860
2023 Q1	$16K	Sell	379 -14	-4%	-$695	﹤0.01%	617
2022 Q4	$20.1K	Buy	393 +50	+15%	+$3.09K	﹤0.01%	576
2022 Q3	$19K	Buy	343 +250	+269%	+$17.3K	﹤0.01%	585
2022 Q2	$6K	Hold	93	–	–	﹤0.01%	764
2022 Q1	$12K	Sell	93 -107	-54%	-$12.9K	﹤0.01%	705
2021 Q4	$27K	Sell	200 -125	-38%	-$19.7K	﹤0.01%	567
2021 Q3	$56K	Buy	325 +26	+9%	+$5.31K	0.01%	432
2021 Q2	$74K	Sell	299 -104	-26%	-$26.2K	0.01%	405
2021 Q1	$111K	Buy	403 +365	+961%	+$96.3K	0.01%	349
2020 Q4	$6K	Hold	38	–	–	﹤0.01%	617
2020 Q3	$5K	Hold	38	–	–	﹤0.01%	560
2020 Q2	$6K	Hold	38	–	–	﹤0.01%	546
2020 Q1	$5K	Sell	38 -10	-21%	-$1.78K	﹤0.01%	602
2019 Q4	$10K	Sell	48 -488	-91%	-$108K	﹤0.01%	436
2019 Q3	$134K	Sell	536 -108	-17%	-$34.8K	0.03%	234
2019 Q2	$245K	Buy	644 +112	+21%	+$45.2K	0.07%	172
2019 Q1	$232K	Buy	+532	New	+$219K	0.07%	158

Other funds holding MJ

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

SWP

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TAM

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BDO Wealth Advisors's MJ Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Amplify Alternative Harvest ETF (MJ) stake by 86% in Q2 2023, selling an estimated $12.5K and leaving 54 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

BDO Wealth Advisors first reported a position in MJ in Q1 2019 and has held it in 18 quarters since. The position peaked at $245K in Q2 2019. 217 funds tracked by Wall St. Rank hold MJ as of Q2 2023.

BDO Wealth Advisors held 54 shares of Amplify Alternative Harvest ETF worth $1.94K as of Q2 2023.
BDO Wealth Advisors sold 325 Amplify Alternative Harvest ETF shares in Q2 2023, an estimated $12.5K.
Amplify Alternative Harvest ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #860 holding.
BDO Wealth Advisors first reported a position in Amplify Alternative Harvest ETF in Q1 2019 and has held it in 18 quarters since.
BDO Wealth Advisors's Amplify Alternative Harvest ETF position peaked at $245K in Q2 2019.
217 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.