JWM
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Jeppson Wealth Management’s Amplify Alternative Harvest ETF MJ Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-4
Closed -$1K – 324
2020
Q3 		$1K Buy
+4
New +$596 ﹤0.01% 497

Other funds holding MJ

Susquehanna International Group
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CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LPL Financial
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
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Jeppson Wealth Management's MJ Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2020, closing a stake of 4 shares — an estimated $1K sold.

Jeppson Wealth Management first reported a position in MJ in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 277 funds tracked by Wall St. Rank hold MJ as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 4 Amplify Alternative Harvest ETF shares in Q4 2020, an estimated $1K.
  • Jeppson Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Amplify Alternative Harvest ETF position peaked at $1K in Q3 2020.
  • 277 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.