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

BerganKDV 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
2020
Q4 		– Sell
-1
Closed – – 989
2020
Q3 		$0 Hold
1
– – ﹤0.01% 970
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1040
2020
Q1 		$0 Buy
+1
New +$178 ﹤0.01% 976
2019
Q2 		– Sell
-35
Closed -$15K – 761
2019
Q1 		$15K Buy
35
+23
+192% +$9.48K ﹤0.01% 471
2018
Q4 		$4K Buy
+12
New +$4.58K ﹤0.01% 567

Other funds holding MJ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

BerganKDV Wealth Management's MJ Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2020, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in MJ in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q1 2019. 277 funds tracked by Wall St. Rank hold MJ as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1 Amplify Alternative Harvest ETF share in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q4 2018 and held it in 5 quarters.
  • BerganKDV Wealth Management's Amplify Alternative Harvest ETF position peaked at $15K in Q1 2019.
  • 277 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.