Heritage Wealth Management (Arizona)’s Amplify Alternative Harvest ETF MJ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$19.5K	Buy	381 +186	+95%	+$11.5K	﹤0.01%	666
2022 Q3	$11K	Sell	195 -16	-8%	-$1.11K	﹤0.01%	636
2022 Q2	$14.7K	Sell	211 -71	-25%	-$6.57K	﹤0.01%	602
2022 Q1	$35K	Buy	+282	New	+$33.9K	0.01%	518
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	857
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	868
2021 Q1	$1K	Buy	+4	New	+$1.06K	﹤0.01%	717

Other funds holding MJ

Jane Street New York $777B AUM 61.18% 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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MJ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Amplify Alternative Harvest ETF (MJ) stake by 95% in Q4 2022, buying an estimated $11.5K and bringing the position to 381 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Heritage Wealth Management (Arizona) first reported a position in MJ in Q1 2021 and has held it in 7 quarters since. The position peaked at $35K in Q1 2022. 247 funds tracked by Wall St. Rank hold MJ as of Q4 2022.

Heritage Wealth Management (Arizona) held 381 shares of Amplify Alternative Harvest ETF worth $19.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 186 Amplify Alternative Harvest ETF shares in Q4 2022, an estimated $11.5K.
Amplify Alternative Harvest ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #666 holding.
Heritage Wealth Management (Arizona) first reported a position in Amplify Alternative Harvest ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Amplify Alternative Harvest ETF position peaked at $35K in Q1 2022.
247 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.