Castleview Partners’s Amplify Alternative Harvest ETF MJ Stock Holding History

Castleview 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
2024 Q3	–	Sell	-56	Closed	-$2.24K	–	767
2024 Q2	$2.24K	Sell	56 -12	-18%	-$560	﹤0.01%	725
2024 Q1	$3.42K	Hold	68	–	–	﹤0.01%	686
2023 Q4	$2.65K	Hold	68	–	–	﹤0.01%	678
2023 Q3	$2.99K	Sell	68 -67	-50%	-$2.71K	﹤0.01%	527
2023 Q2	$4.84K	Hold	135	–	–	﹤0.01%	512
2023 Q1	$5.7K	Hold	135	–	–	0.01%	488
2022 Q4	$6.9K	Hold	135	–	–	0.01%	414
2022 Q3	$7K	Buy	135 +125	+1,250%	+$8.67K	0.01%	419
2022 Q2	$5.17K	Sell	10 -133	-93%	-$12.3K	﹤0.01%	533
2022 Q1	$17K	Sell	143 -1,310	-90%	-$157K	0.01%	447
2021 Q4	$1.57K	Buy	+1,453	New	+$229K	0.01%	315
2021 Q2	$17K	Buy	+68	New	+$17.1K	0.01%	589

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

Castleview Partners's MJ Position: Q3 2024 in Review

Castleview Partners sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2024, closing a stake of 56 shares — an estimated $2.24K sold.

Castleview Partners first reported a position in MJ in Q2 2021 and held it in 12 quarters. The position peaked at $17K in Q1 2022. 179 funds tracked by Wall St. Rank hold MJ as of Q3 2024.

Castleview Partners reported no remaining Amplify Alternative Harvest ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 56 Amplify Alternative Harvest ETF shares in Q3 2024, an estimated $2.24K.
Castleview Partners first reported a position in Amplify Alternative Harvest ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's Amplify Alternative Harvest ETF position peaked at $17K in Q1 2022.
179 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.