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

Cornerstone 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
2023 Q3	–	Sell	-900	Closed	-$32.3K	–	537
2023 Q2	$32.3K	Hold	900	–	–	﹤0.01%	497
2023 Q1	$38K	Buy	+900	New	+$44.7K	﹤0.01%	464
2022 Q3	$54K	Sell	988 -125	-11%	-$8.67K	0.01%	432
2022 Q2	$77K	Sell	1,113 -1	-0.1%	-$93	0.01%	437
2022 Q1	$139K	Buy	1,114 +108	+11%	+$13K	0.01%	451
2021 Q4	$135K	Sell	1,006 -81	-7%	-$12.8K	0.01%	492
2021 Q3	$188K	Hold	1,087	–	–	0.02%	440
2021 Q2	$268K	Buy	1,087 +84	+8%	+$21.2K	0.03%	378
2021 Q1	$276K	Buy	1,003 +29	+3%	+$7.66K	0.03%	367
2020 Q4	$168K	Buy	+974	New	+$154K	0.02%	402
2019 Q4	–	Sell	-895	Closed	-$223K	–	364
2019 Q3	$223K	Buy	895 +43	+5%	+$13.9K	0.04%	312
2019 Q2	$328K	Buy	852 +98	+13%	+$39.5K	0.06%	262
2019 Q1	$825K	Buy	+754	New	+$311K	0.1%	207
2018 Q3	–	Sell	-6,047	Closed	-$2.47M	–	1436
2018 Q2	$2.47M	Buy	+6,047	New	+$2.14M	0.03%	470

Other funds holding MJ

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

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

Cornerstone Wealth Management's MJ Position: Q3 2023 in Review

Cornerstone Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2023, closing a stake of 900 shares — an estimated $32.3K sold.

Cornerstone Wealth Management first reported a position in MJ in Q2 2018 and held it in 14 quarters. The position peaked at $2.47M in Q2 2018. 210 funds tracked by Wall St. Rank hold MJ as of Q3 2023.

Cornerstone Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q3 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 900 Amplify Alternative Harvest ETF shares in Q3 2023, an estimated $32.3K.
Cornerstone Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q2 2018 and held it in 14 quarters.
Cornerstone Wealth Management's Amplify Alternative Harvest ETF position peaked at $2.47M in Q2 2018.
210 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2023.

Based on Cornerstone Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.