Disciplined Investments’s Amplify Alternative Harvest ETF MJ Stock Holding History

Disciplined Investments’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	-32	Closed	-$1.13K	–	974
2023 Q2	$1.13K	Hold	32	–	–	﹤0.01%	910
2023 Q1	$1.33K	Buy	+32	New	+$1.59K	﹤0.01%	845
2022 Q4	–	Sell	-32	Closed	-$2K	–	1670
2022 Q3	$2K	Hold	32	–	–	﹤0.01%	679
2022 Q2	$2K	Hold	32	–	–	﹤0.01%	691
2022 Q1	$4K	Hold	32	–	–	﹤0.01%	508
2021 Q4	$4K	Hold	32	–	–	﹤0.01%	409
2021 Q3	$5K	Hold	32	–	–	﹤0.01%	346
2021 Q2	$8K	Hold	32	–	–	﹤0.01%	311
2021 Q1	$9K	Hold	32	–	–	0.01%	264
2020 Q4	$5K	Hold	32	–	–	﹤0.01%	256
2020 Q3	$4K	Hold	32	–	–	﹤0.01%	311
2020 Q2	$5K	Hold	32	–	–	﹤0.01%	310
2020 Q1	$4K	Hold	32	–	–	﹤0.01%	334
2019 Q4	$6K	Buy	+32	New	+$7.05K	0.01%	325

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

Disciplined Investments's MJ Position: Q3 2023 in Review

Disciplined Investments sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2023, closing a stake of 32 shares — an estimated $1.13K sold.

Disciplined Investments first reported a position in MJ in Q4 2019 and held it in 14 quarters. The position peaked at $9K in Q1 2021. 210 funds tracked by Wall St. Rank hold MJ as of Q3 2023.

Disciplined Investments reported no remaining Amplify Alternative Harvest ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 32 Amplify Alternative Harvest ETF shares in Q3 2023, an estimated $1.13K.
Disciplined Investments first reported a position in Amplify Alternative Harvest ETF in Q4 2019 and held it in 14 quarters.
Disciplined Investments's Amplify Alternative Harvest ETF position peaked at $9K in Q1 2021.
210 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.