Covestor’s Amplify Alternative Harvest ETF MJ Stock Holding History

Covestor’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 Q2	–	Sell	-5	Closed	–	–	2444
2023 Q1	$0	Hold	5	–	–	﹤0.01%	2360
2022 Q4	$0	Hold	5	–	–	﹤0.01%	2382
2022 Q3	$0	Hold	5	–	–	﹤0.01%	2354
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2178
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	1884
2021 Q4	$1K	Buy	+5	New	+$788	﹤0.01%	1836

Other funds holding MJ

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TAM

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

FHA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Covestor's MJ Position: Q2 2023 in Review

Covestor sold out of Amplify Alternative Harvest ETF (MJ) in Q2 2023, closing a stake of 5 shares.

Covestor first reported a position in MJ in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 217 funds tracked by Wall St. Rank hold MJ as of Q2 2023.

Covestor reported no remaining Amplify Alternative Harvest ETF position as of Q2 2023 after selling out during the quarter.
Covestor sold 5 Amplify Alternative Harvest ETF shares in Q2 2023.
Covestor first reported a position in Amplify Alternative Harvest ETF in Q4 2021 and held it in 6 quarters.
Covestor's Amplify Alternative Harvest ETF position peaked at $1K in Q1 2022.
217 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2023.

Based on Covestor's 13F filing for Q2 2023, filed 11 Aug 2023.