Carson Wealth (CWM LLC)’s Amplify U.S. Alternative Harvest ETF MJUS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MJUS Stock Details MJUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$2K	–	4510
2023 Q1	$2K	Hold	1,000	–	–	﹤0.01%	3728
2022 Q4	$2K	Hold	1,000	–	–	﹤0.01%	3651
2022 Q3	$2K	Hold	1,000	–	–	﹤0.01%	3567
2022 Q2	$3K	Buy	+1,000	New	+$3.51K	﹤0.01%	3268
2022 Q1	–	Sell	-1,000	Closed	-$6K	–	3930
2021 Q4	$6K	Buy	+1,000	New	+$6.71K	﹤0.01%	2677
2021 Q2	$10K	Buy	+1,000	New	+$10K	﹤0.01%	2127

Other funds holding MJUS

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KTC

Kistler-Tiffany Companies Berwyn, Pennsylvania $616M AUM 16.74% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MJUS Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Amplify U.S. Alternative Harvest ETF (MJUS) in Q2 2023, closing a stake of 1,000 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in MJUS in Q2 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 11 funds tracked by Wall St. Rank hold MJUS as of Q2 2023.

Carson Wealth (CWM LLC) reported no remaining Amplify U.S. Alternative Harvest ETF position as of Q2 2023 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 1,000 Amplify U.S. Alternative Harvest ETF shares in Q2 2023, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in Amplify U.S. Alternative Harvest ETF in Q2 2021 and held it in 6 quarters.
Carson Wealth (CWM LLC)'s Amplify U.S. Alternative Harvest ETF position peaked at $10K in Q2 2021.
11 funds tracked by Wall St. Rank held Amplify U.S. Alternative Harvest ETF as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.