Heritage Wealth Management (Arizona)’s Amplify Junior Silver Miners ETF SILJ Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio SILJ Stock Details SILJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$16.9K	Buy	1,600 +800	+100%	+$8.09K	﹤0.01%	697
2022 Q3	$7K	Hold	800	–	–	﹤0.01%	717
2022 Q2	$7.61K	Hold	800	–	–	﹤0.01%	711
2022 Q1	$11K	Buy	+800	New	+$10.3K	﹤0.01%	697
2021 Q3	$12K	Hold	1,050	–	–	﹤0.01%	637
2021 Q2	$16K	Buy	1,050 +885	+536%	+$14.4K	0.01%	595
2021 Q1	$2K	Buy	+165	New	+$2.54K	﹤0.01%	703

Other funds holding SILJ

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Amplify Junior Silver Miners ETF (SILJ) stake by 100% in Q4 2022, buying an estimated $8.09K and bringing the position to 1,600 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Heritage Wealth Management (Arizona) first reported a position in SILJ in Q1 2021 and has held it in 7 quarters since. 109 funds tracked by Wall St. Rank hold SILJ as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,600 shares of Amplify Junior Silver Miners ETF worth $16.9K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 800 Amplify Junior Silver Miners ETF shares in Q4 2022, an estimated $8.09K.
Amplify Junior Silver Miners ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #697 holding.
Heritage Wealth Management (Arizona) first reported a position in Amplify Junior Silver Miners ETF in Q1 2021 and has held it in 7 quarters since.
109 funds tracked by Wall St. Rank held Amplify Junior Silver Miners ETF as of Q4 2022.

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