Institutional & Family Asset Management’s Amplify Alternative Harvest ETF MJ Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Sell	-46	Closed	-$6K	–	762
2022 Q1	$6K	Hold	46	–	–	﹤0.01%	525
2021 Q4	$6K	Sell	46 -94	-67%	-$14.8K	﹤0.01%	531
2021 Q3	$24K	Sell	140 -16	-10%	-$3.27K	﹤0.01%	437
2021 Q2	$39K	Hold	156	–	–	0.01%	375
2021 Q1	$43K	Hold	156	–	–	0.01%	375
2020 Q4	$27K	Hold	156	–	–	0.01%	406
2020 Q3	$19K	Sell	156 -3	-2%	-$447	﹤0.01%	407
2020 Q2	$25K	Buy	159 +1	+0.6%	+$151	0.01%	377
2020 Q1	$22K	Buy	158 +6	+4%	+$1.06K	0.01%	361
2019 Q4	$31K	Hold	152	–	–	0.01%	378
2019 Q3	$38K	Buy	152 +42	+38%	+$13.5K	0.01%	318
2019 Q2	$42K	Hold	110	–	–	0.01%	329
2019 Q1	$48K	Hold	110	–	–	0.01%	330
2018 Q4	$33K	Buy	+110	New	+$41.9K	0.01%	357
2018 Q3	–	Sell	-73	Closed	-$26K	–	862
2018 Q2	$26K	Sell	73 -18	-20%	-$6.38K	0.01%	408
2018 Q1	$32K	Buy	+91	New	+$36.7K	0.01%	366

Other funds holding MJ

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

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

SWP

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

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

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

FHA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Institutional & Family Asset Management's MJ Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of Amplify Alternative Harvest ETF (MJ) in Q2 2022, closing a stake of 46 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in MJ in Q1 2018 and held it in 16 quarters. The position peaked at $48K in Q1 2019. 271 funds tracked by Wall St. Rank hold MJ as of Q2 2022.

Institutional & Family Asset Management reported no remaining Amplify Alternative Harvest ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 46 Amplify Alternative Harvest ETF shares in Q2 2022, an estimated $6K.
Institutional & Family Asset Management first reported a position in Amplify Alternative Harvest ETF in Q1 2018 and held it in 16 quarters.
Institutional & Family Asset Management's Amplify Alternative Harvest ETF position peaked at $48K in Q1 2019.
271 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.