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

Evermay 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 Q1	–	Sell	-2	Closed	-$85	–	573
2022 Q4	$85	Buy	+2	New	+$124	﹤0.01%	551

Other funds holding MJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Evermay Wealth Management's MJ Position: Q1 2023 in Review

Evermay Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2023, closing a stake of 2 shares — an estimated $85 sold.

Evermay Wealth Management first reported a position in MJ in Q4 2022 and held it in 1 quarter. The position peaked at $85 in Q4 2022. 232 funds tracked by Wall St. Rank hold MJ as of Q1 2023.

Evermay Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q1 2023 after selling out during the quarter.
Evermay Wealth Management sold 2 Amplify Alternative Harvest ETF shares in Q1 2023, an estimated $85.
Evermay Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q4 2022 and held it in 1 quarter.
Evermay Wealth Management's Amplify Alternative Harvest ETF position peaked at $85 in Q4 2022.
232 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.