Heritage Wealth Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

Heritage Wealth Advisors’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
2022 Q3	–	Sell	-483	Closed	-$34K	–	556
2022 Q2	$34K	Hold	483	–	–	﹤0.01%	365
2022 Q1	$60K	Hold	483	–	–	﹤0.01%	298
2021 Q4	$64K	Hold	483	–	–	﹤0.01%	305
2021 Q3	$83.5K	Hold	483	–	–	0.01%	269
2021 Q2	$119K	Hold	483	–	–	0.01%	242
2021 Q1	$133K	Hold	483	–	–	0.01%	233
2020 Q4	$83K	Buy	+483	New	+$76.5K	0.01%	276

Other funds holding MJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 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 $7.56B AUM 44.87% 1-Year Est. Return

Heritage Wealth Advisors's MJ Position: Q3 2022 in Review

Heritage Wealth Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2022, closing a stake of 483 shares — an estimated $34K sold.

Heritage Wealth Advisors first reported a position in MJ in Q4 2020 and held it in 7 quarters. The position peaked at $133K in Q1 2021. 249 funds tracked by Wall St. Rank hold MJ as of Q3 2022.

Heritage Wealth Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q3 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 483 Amplify Alternative Harvest ETF shares in Q3 2022, an estimated $34K.
Heritage Wealth Advisors first reported a position in Amplify Alternative Harvest ETF in Q4 2020 and held it in 7 quarters.
Heritage Wealth Advisors's Amplify Alternative Harvest ETF position peaked at $133K in Q1 2021.
249 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2022.

Based on Heritage Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.