Cape Investment Advisory’s Amplify Alternative Harvest ETF MJ Stock Holding History

Cape Investment Advisory’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
2026 Q1	–	Sell	-41	Closed	-$1.22K	–	802
2025 Q4	$1.22K	Buy	+41	New	+$1.3K	﹤0.01%	1170
2025 Q3	–	Sell	-41	Closed	-$736	–	1045
2025 Q2	$736	Sell	41 -3	-7%	-$57	﹤0.01%	1060
2025 Q1	$858	Sell	44 -43	-49%	-$1.02K	﹤0.01%	992
2024 Q4	$2.34K	Sell	87 -16	-16%	-$535	﹤0.01%	858
2024 Q3	$4.1K	Buy	103 +1	+1%	+$41	﹤0.01%	747
2024 Q2	$4.07K	Hold	102	–	–	﹤0.01%	704
2024 Q1	$5.12K	Hold	102	–	–	﹤0.01%	644
2023 Q4	$3.96K	Hold	102	–	–	﹤0.01%	813
2023 Q3	$4.47K	Sell	102 -1	-1%	-$40	﹤0.01%	689
2023 Q2	$3.68K	Sell	103 -4	-4%	-$154	﹤0.01%	705
2023 Q1	$4.51K	Buy	+107	New	+$5.31K	﹤0.01%	692

Other funds holding MJ

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

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

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

Cape Investment Advisory's MJ Position: Q1 2026 in Review

Cape Investment Advisory sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2026, closing a stake of 41 shares — an estimated $1.22K sold.

Cape Investment Advisory first reported a position in MJ in Q1 2023 and held it in 11 quarters. The position peaked at $5.12K in Q1 2024. 113 funds tracked by Wall St. Rank hold MJ as of Q1 2026.

Cape Investment Advisory reported no remaining Amplify Alternative Harvest ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 41 Amplify Alternative Harvest ETF shares in Q1 2026, an estimated $1.22K.
Cape Investment Advisory first reported a position in Amplify Alternative Harvest ETF in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's Amplify Alternative Harvest ETF position peaked at $5.12K in Q1 2024.
113 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.