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

Castle 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
2022
Q4 		– Sell
-141
Closed -$8K – 413
2022
Q3 		$8K Hold
141
– – ﹤0.01% 449
2022
Q2 		$10K Buy
+141
New +$13K 0.01% 401

Other funds holding MJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Castle Wealth Management's MJ Position: Q4 2022 in Review

Castle Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2022, closing a stake of 141 shares — an estimated $8K sold.

Castle Wealth Management first reported a position in MJ in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 247 funds tracked by Wall St. Rank hold MJ as of Q4 2022.

  • Castle Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 141 Amplify Alternative Harvest ETF shares in Q4 2022, an estimated $8K.
  • Castle Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Amplify Alternative Harvest ETF position peaked at $10K in Q2 2022.
  • 247 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.