BSW Wealth Partners’s Amplify Alternative Harvest ETF MJ Stock Holding History

BSW Wealth Partners’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 Q4	–	Sell	-1,521	Closed	-$66.6K	–	280
2023 Q3	$66.6K	Hold	1,521	–	–	0.01%	245
2023 Q2	$54.6K	Hold	1,521	–	–	0.01%	277
2023 Q1	$64.2K	Sell	1,521 -25	-2%	-$1.24K	0.01%	312
2022 Q4	$79K	Hold	1,546	–	–	0.02%	299
2022 Q3	$85K	Hold	1,546	–	–	0.02%	261
2022 Q2	$108K	Hold	1,546	–	–	0.03%	268
2022 Q1	$192K	Hold	1,546	–	–	0.05%	279
2021 Q4	$206K	Hold	1,546	–	–	0.05%	244
2021 Q3	$267K	Hold	1,546	–	–	0.07%	205
2021 Q2	$382K	Hold	1,546	–	–	0.11%	131
2021 Q1	$425K	Buy	1,546 +25	+2%	+$6.6K	0.12%	102
2020 Q4	$262K	Hold	1,521	–	–	0.08%	137
2020 Q3	$190K	Hold	1,521	–	–	0.07%	144
2020 Q2	$235K	Hold	1,521	–	–	0.08%	124
2020 Q1	$208K	Hold	1,521	–	–	0.09%	106
2019 Q4	$312K	Buy	1,521 +546	+56%	+$120K	0.11%	94
2019 Q3	$243K	Buy	+975	New	+$314K	0.09%	90

Other funds holding MJ

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 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

BSW Wealth Partners's MJ Position: Q4 2023 in Review

BSW Wealth Partners sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2023, closing a stake of 1,521 shares — an estimated $66.6K sold.

BSW Wealth Partners first reported a position in MJ in Q3 2019 and held it in 17 quarters. The position peaked at $425K in Q1 2021. 190 funds tracked by Wall St. Rank hold MJ as of Q4 2023.

BSW Wealth Partners reported no remaining Amplify Alternative Harvest ETF position as of Q4 2023 after selling out during the quarter.
BSW Wealth Partners sold 1,521 Amplify Alternative Harvest ETF shares in Q4 2023, an estimated $66.6K.
BSW Wealth Partners first reported a position in Amplify Alternative Harvest ETF in Q3 2019 and held it in 17 quarters.
BSW Wealth Partners's Amplify Alternative Harvest ETF position peaked at $425K in Q1 2021.
190 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2023.

Based on BSW Wealth Partners's 13F filing for Q4 2023, filed 25 Jan 2024.