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

Executive 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
2021 Q1	–	Sell	-1,012	Closed	-$174K	–	196
2020 Q4	$174K	Buy	+1,012	New	+$160K	0.02%	172
2019 Q3	–	Sell	-219	Closed	-$83K	–	526
2019 Q2	$83K	Buy	219 +59	+37%	+$23.8K	0.01%	232
2019 Q1	$70K	Buy	160 +17	+12%	+$7.01K	0.01%	229
2018 Q4	$43K	Buy	+143	New	+$54.5K	0.01%	305

Other funds holding MJ

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Executive Wealth Management's MJ Position: Q1 2021 in Review

Executive Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2021, closing a stake of 1,012 shares — an estimated $174K sold.

Executive Wealth Management first reported a position in MJ in Q4 2018 and held it in 4 quarters. The position peaked at $174K in Q4 2020. 316 funds tracked by Wall St. Rank hold MJ as of Q1 2021.

Executive Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q1 2021 after selling out during the quarter.
Executive Wealth Management sold 1,012 Amplify Alternative Harvest ETF shares in Q1 2021, an estimated $174K.
Executive Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q4 2018 and held it in 4 quarters.
Executive Wealth Management's Amplify Alternative Harvest ETF position peaked at $174K in Q4 2020.
316 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2021.

Based on Executive Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.