Freestone Capital Holdings’s Amplify Alternative Harvest ETF MJ Stock Holding History

Freestone Capital Holdings’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	-876	Closed	-$31.4K	–	398
2023 Q2	$31.4K	Hold	876	–	–	﹤0.01%	387
2023 Q1	$37K	Hold	876	–	–	﹤0.01%	362
2022 Q4	$44.8K	Hold	876	–	–	﹤0.01%	366
2022 Q3	$48K	Sell	876 -855	-49%	-$59.3K	﹤0.01%	363
2022 Q2	$121K	Buy	+1,731	New	+$160K	﹤0.01%	401

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

Freestone Capital Holdings's MJ Position: Q3 2023 in Review

Freestone Capital Holdings sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2023, closing a stake of 876 shares — an estimated $31.4K sold.

Freestone Capital Holdings first reported a position in MJ in Q2 2022 and held it in 5 quarters. The position peaked at $121K in Q2 2022. 210 funds tracked by Wall St. Rank hold MJ as of Q3 2023.

Freestone Capital Holdings reported no remaining Amplify Alternative Harvest ETF position as of Q3 2023 after selling out during the quarter.
Freestone Capital Holdings sold 876 Amplify Alternative Harvest ETF shares in Q3 2023, an estimated $31.4K.
Freestone Capital Holdings first reported a position in Amplify Alternative Harvest ETF in Q2 2022 and held it in 5 quarters.
Freestone Capital Holdings's Amplify Alternative Harvest ETF position peaked at $121K in Q2 2022.
210 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2023.

Based on Freestone Capital Holdings's 13F filing for Q3 2023, filed 14 Nov 2023.