Center for Financial Planning’s Amplify Alternative Harvest ETF MJ Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-2	Closed	-$105	–	614
2024 Q1	$105	Buy	+2	New	+$85	﹤0.01%	601
2022 Q4	–	Sell	-5	Closed	–	–	617
2022 Q3	$0	Hold	5	–	–	﹤0.01%	665
2022 Q2	$0	Hold	5	–	–	﹤0.01%	552
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	507
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	513
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	474
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	478
2021 Q1	$1K	Buy	+5	New	+$1.32K	﹤0.01%	510

Other funds holding MJ

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

QOP

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Center for Financial Planning's MJ Position: Q2 2024 in Review

Center for Financial Planning sold out of Amplify Alternative Harvest ETF (MJ) in Q2 2024, closing a stake of 2 shares — an estimated $105 sold.

Center for Financial Planning first reported a position in MJ in Q1 2021 and held it in 8 quarters. The position peaked at $1K in Q1 2022. 168 funds tracked by Wall St. Rank hold MJ as of Q2 2024.

Center for Financial Planning reported no remaining Amplify Alternative Harvest ETF position as of Q2 2024 after selling out during the quarter.
Center for Financial Planning sold 2 Amplify Alternative Harvest ETF shares in Q2 2024, an estimated $105.
Center for Financial Planning first reported a position in Amplify Alternative Harvest ETF in Q1 2021 and held it in 8 quarters.
Center for Financial Planning's Amplify Alternative Harvest ETF position peaked at $1K in Q1 2022.
168 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2024.

Based on Center for Financial Planning's 13F filing for Q2 2024, filed 18 Jul 2024.