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

CarsonAllaria 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
2024 Q3	–	Sell	-18	Closed	-$697	–	416
2024 Q2	$697	Hold	18	–	–	﹤0.01%	356
2024 Q1	$878	Sell	18 -4	-18%	-$169	﹤0.01%	370
2023 Q4	$851	Hold	22	–	–	﹤0.01%	336
2023 Q3	$961	Hold	22	–	–	﹤0.01%	335
2023 Q2	$786	Hold	22	–	–	﹤0.01%	367
2023 Q1	$924	Hold	22	–	–	﹤0.01%	339
2022 Q4	$1K	Hold	22	–	–	﹤0.01%	323
2022 Q3	$1K	Buy	22 +18	+450%	+$1.25K	﹤0.01%	318
2022 Q2	$0	Hold	4	–	–	﹤0.01%	343
2022 Q1	$1K	Sell	4 -40	-91%	-$4.81K	﹤0.01%	324
2021 Q4	$6K	Buy	+44	New	+$6.93K	0.01%	252

Other funds holding MJ

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

CarsonAllaria Wealth Management's MJ Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2024, closing a stake of 18 shares — an estimated $697 sold.

CarsonAllaria Wealth Management first reported a position in MJ in Q4 2021 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 179 funds tracked by Wall St. Rank hold MJ as of Q3 2024.

CarsonAllaria Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q3 2024 after selling out during the quarter.
CarsonAllaria Wealth Management sold 18 Amplify Alternative Harvest ETF shares in Q3 2024, an estimated $697.
CarsonAllaria Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q4 2021 and held it in 11 quarters.
CarsonAllaria Wealth Management's Amplify Alternative Harvest ETF position peaked at $6K in Q4 2021.
179 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.