Bellevue Asset Management’s Amplify Alternative Harvest ETF MJ Stock Holding History

Bellevue Asset 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
2024 Q1	–	Sell	-31	Closed	-$1.2K	–	463
2023 Q4	$1.2K	Hold	31	–	–	﹤0.01%	447
2023 Q3	$1.35K	Hold	31	–	–	﹤0.01%	424
2023 Q2	$1.1K	Buy	31 +1	+3%	+$39	﹤0.01%	473
2023 Q1	$1.28K	Sell	30 -17	-36%	-$844	﹤0.01%	470
2022 Q4	$2.39K	Hold	47	–	–	﹤0.01%	381
2022 Q3	$3K	Hold	47	–	–	﹤0.01%	357
2022 Q2	$3K	Hold	47	–	–	﹤0.01%	364
2022 Q1	$6K	Hold	47	–	–	﹤0.01%	341
2021 Q4	$6K	Sell	47 -12	-20%	-$1.89K	﹤0.01%	352
2021 Q3	$10K	Sell	59 -12	-17%	-$2.45K	0.01%	330
2021 Q2	$18K	Sell	71 -13	-15%	-$3.27K	0.01%	290
2021 Q1	$23K	Hold	84	–	–	0.01%	276
2020 Q4	$19K	Buy	84 +1	+1%	+$158	0.01%	286
2020 Q3	$10K	Hold	83	–	–	0.01%	333
2020 Q2	$13K	Hold	83	–	–	0.01%	307
2020 Q1	$12K	Buy	83 +12	+17%	+$2.13K	0.01%	317
2019 Q4	$15K	Buy	+71	New	+$15.6K	0.01%	282

Other funds holding MJ

SWP

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

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

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

FCC

Florin Court Capital London, United Kingdom $61.2M AUM 41.57% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Bellevue Asset Management's MJ Position: Q1 2024 in Review

Bellevue Asset Management sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2024, closing a stake of 31 shares — an estimated $1.2K sold.

Bellevue Asset Management first reported a position in MJ in Q4 2019 and held it in 17 quarters. The position peaked at $23K in Q1 2021. 156 funds tracked by Wall St. Rank hold MJ as of Q1 2024.

Bellevue Asset Management reported no remaining Amplify Alternative Harvest ETF position as of Q1 2024 after selling out during the quarter.
Bellevue Asset Management sold 31 Amplify Alternative Harvest ETF shares in Q1 2024, an estimated $1.2K.
Bellevue Asset Management first reported a position in Amplify Alternative Harvest ETF in Q4 2019 and held it in 17 quarters.
Bellevue Asset Management's Amplify Alternative Harvest ETF position peaked at $23K in Q1 2021.
156 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2024.

Based on Bellevue Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.