Carmel Capital Partners’s Amplify Alternative Harvest ETF MJ Stock Holding History

Carmel Capital 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	-25	Closed	-$1.09K	–	472
2023 Q3	$1.09K	Hold	25	–	–	﹤0.01%	669
2023 Q2	$891	Hold	25	–	–	﹤0.01%	391
2023 Q1	$1.05K	Buy	+25	New	+$1.24K	﹤0.01%	433

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

Carmel Capital Partners's MJ Position: Q4 2023 in Review

Carmel Capital Partners sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2023, closing a stake of 25 shares — an estimated $1.09K sold.

Carmel Capital Partners first reported a position in MJ in Q1 2023 and held it in 3 quarters. The position peaked at $1.09K in Q3 2023. 190 funds tracked by Wall St. Rank hold MJ as of Q4 2023.

Carmel Capital Partners reported no remaining Amplify Alternative Harvest ETF position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 25 Amplify Alternative Harvest ETF shares in Q4 2023, an estimated $1.09K.
Carmel Capital Partners first reported a position in Amplify Alternative Harvest ETF in Q1 2023 and held it in 3 quarters.
Carmel Capital Partners's Amplify Alternative Harvest ETF position peaked at $1.09K in Q3 2023.
190 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.