Clear Perspectives Financial Planning’s Amplify Alternative Harvest ETF MJ Stock Holding History

Clear Perspectives 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
2022 Q2	–	Sell	-4	Closed	-$1K	–	221
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	209
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	219
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	207
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	197
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	179
2020 Q4	$1K	Buy	+4	New	+$634	﹤0.01%	177

Other funds holding MJ

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

SWP

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Clear Perspectives Financial Planning's MJ Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Amplify Alternative Harvest ETF (MJ) in Q2 2022, closing a stake of 4 shares — an estimated $1K sold.

Clear Perspectives Financial Planning first reported a position in MJ in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 271 funds tracked by Wall St. Rank hold MJ as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining Amplify Alternative Harvest ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 4 Amplify Alternative Harvest ETF shares in Q2 2022, an estimated $1K.
Clear Perspectives Financial Planning first reported a position in Amplify Alternative Harvest ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's Amplify Alternative Harvest ETF position peaked at $1K in Q1 2022.
271 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.