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

Focused 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
2024
Q1 		– Sell
-46
Closed -$1.78K – 647
2023
Q4 		$1.78K Hold
46
– – ﹤0.01% 786
2023
Q3 		$2.01K Hold
46
– – ﹤0.01% 769
2023
Q2 		$1.64K Buy
46
+1
+2% +$39 ﹤0.01% 829
2023
Q1 		$1.91K Sell
45
-201
-82% -$9.97K ﹤0.01% 802
2022
Q4 		$12.6K Buy
246
+188
+324% +$11.6K ﹤0.01% 492
2022
Q3 		$3K Buy
58
+1
+2% +$69 ﹤0.01% 711
2022
Q2 		$4K Hold
57
– – ﹤0.01% 653
2022
Q1 		$7K Hold
57
– – ﹤0.01% 608
2021
Q4 		$8K Buy
57
+1
+2% +$158 ﹤0.01% 629
2021
Q3 		$10K Sell
56
-8
-13% -$1.63K ﹤0.01% 601
2021
Q2 		$16K Buy
64
+1
+2% +$252 ﹤0.01% 543
2021
Q1 		$17K Buy
63
+8
+15% +$2.11K ﹤0.01% 527
2020
Q4 		$9K Buy
55
+12
+28% +$1.9K ﹤0.01% 570
2020
Q3 		$5K Buy
43
+1
+2% +$149 ﹤0.01% 603
2020
Q2 		$7K Hold
42
– – ﹤0.01% 539
2020
Q1 		$6K Sell
42
-6
-13% -$1.06K ﹤0.01% 512
2019
Q4 		$10K Hold
48
– – ﹤0.01% 502
2019
Q3 		$12K Hold
48
– – ﹤0.01% 460
2019
Q2 		$18K Buy
48
+10
+26% +$4.03K ﹤0.01% 429
2019
Q1 		$16K Buy
38
+11
+41% +$4.53K ﹤0.01% 406
2018
Q4 		$8K Hold
27
– – ﹤0.01% 482
2018
Q3 		$13K Buy
+27
New +$10.2K ﹤0.01% 423

Other funds holding MJ

SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCC
Florin Court Capital London, United Kingdom $26.5M AUM 34.2% 1-Year Est. Return
QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Focused Wealth Management's MJ Position: Q1 2024 in Review

Focused Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2024, closing a stake of 46 shares — an estimated $1.78K sold.

Focused Wealth Management first reported a position in MJ in Q3 2018 and held it in 22 quarters. The position peaked at $18K in Q2 2019. 156 funds tracked by Wall St. Rank hold MJ as of Q1 2024.

  • Focused Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 46 Amplify Alternative Harvest ETF shares in Q1 2024, an estimated $1.78K.
  • Focused Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q3 2018 and held it in 22 quarters.
  • Focused Wealth Management's Amplify Alternative Harvest ETF position peaked at $18K in Q2 2019.
  • 156 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.