Creative Financial Designs’s Amplify Alternative Harvest ETF MJ Stock Holding History

Creative Financial Designs’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	-14	Closed	-$496	–	1540
2023 Q2	$496	Hold	14	–	–	﹤0.01%	1416
2023 Q1	$584	Hold	14	–	–	﹤0.01%	1333
2022 Q4	$707	Hold	14	–	–	﹤0.01%	1226
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	1241
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	1196
2022 Q1	$2K	Hold	14	–	–	﹤0.01%	1169
2021 Q4	$2K	Hold	14	–	–	﹤0.01%	1131
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	1310
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	1269
2021 Q1	$4K	Hold	14	–	–	﹤0.01%	1110
2020 Q4	$2K	Hold	14	–	–	﹤0.01%	1139
2020 Q3	$2K	Buy	+14	New	+$2.08K	﹤0.01%	1099
2020 Q1	–	Sell	-102	Closed	-$21K	–	554
2019 Q4	$21K	Hold	102	–	–	0.01%	326
2019 Q3	$25K	Sell	102 -21	-17%	-$6.77K	0.01%	312
2019 Q2	$46K	Buy	123 +69	+128%	+$27.8K	0.03%	235
2019 Q1	$24K	Sell	54 -6	-10%	-$2.47K	0.01%	291
2018 Q4	$18K	Hold	60	–	–	0.01%	290
2018 Q3	$29K	Buy	60 +46	+329%	+$17.3K	0.02%	288
2018 Q2	$5K	Buy	+14	New	+$4.96K	﹤0.01%	553

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

Creative Financial Designs's MJ Position: Q3 2023 in Review

Creative Financial Designs sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2023, closing a stake of 14 shares — an estimated $496 sold.

Creative Financial Designs first reported a position in MJ in Q2 2018 and held it in 19 quarters. The position peaked at $46K in Q2 2019. 210 funds tracked by Wall St. Rank hold MJ as of Q3 2023.

Creative Financial Designs reported no remaining Amplify Alternative Harvest ETF position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 14 Amplify Alternative Harvest ETF shares in Q3 2023, an estimated $496.
Creative Financial Designs first reported a position in Amplify Alternative Harvest ETF in Q2 2018 and held it in 19 quarters.
Creative Financial Designs's Amplify Alternative Harvest ETF position peaked at $46K in Q2 2019.
210 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.