Gladstone Institutional Advisory’s Amplify Alternative Harvest ETF MJ Stock Holding History

Gladstone Institutional Advisory’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	-895	Closed	-$34.7K	–	682
2023 Q4	$34.7K	Buy	895 +45	+5%	+$1.69K	﹤0.01%	659
2023 Q3	$37.2K	Buy	+850	New	+$34.4K	﹤0.01%	614
2021 Q2	–	Sell	-746	Closed	-$205K	–	535
2021 Q1	$205K	Buy	+746	New	+$197K	0.03%	387
2019 Q4	–	Sell	-1,035	Closed	-$258K	–	279
2019 Q3	$258K	Buy	1,035 +290	+39%	+$93.5K	0.07%	227
2019 Q2	$283K	Sell	745 -115	-13%	-$46.4K	0.09%	211
2019 Q1	$376K	Buy	860 +152	+21%	+$62.7K	0.14%	137
2018 Q4	$212K	Buy	+708	New	+$270K	0.12%	157

Other funds holding MJ

SWP

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Gladstone Institutional Advisory's MJ Position: Q1 2024 in Review

Gladstone Institutional Advisory sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2024, closing a stake of 895 shares — an estimated $34.7K sold.

Gladstone Institutional Advisory first reported a position in MJ in Q4 2018 and held it in 7 quarters. The position peaked at $376K in Q1 2019. 156 funds tracked by Wall St. Rank hold MJ as of Q1 2024.

Gladstone Institutional Advisory reported no remaining Amplify Alternative Harvest ETF position as of Q1 2024 after selling out during the quarter.
Gladstone Institutional Advisory sold 895 Amplify Alternative Harvest ETF shares in Q1 2024, an estimated $34.7K.
Gladstone Institutional Advisory first reported a position in Amplify Alternative Harvest ETF in Q4 2018 and held it in 7 quarters.
Gladstone Institutional Advisory's Amplify Alternative Harvest ETF position peaked at $376K in Q1 2019.
156 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2024, filed 14 May 2024.