Joseph P. Lucia & Associates’s Amplify Alternative Harvest ETF MJ Stock Holding History

Joseph P. Lucia & Associates’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	-496	Closed	-$34K	–	307
2022 Q2	$34K	Sell	496 -167	-25%	-$15.5K	0.02%	211
2022 Q1	$82K	Sell	663 -761	-53%	-$91.5K	0.05%	163
2021 Q4	$189K	Sell	1,424 -1,210	-46%	-$191K	0.12%	125
2021 Q3	$455K	Sell	2,634 -37	-1%	-$7.55K	0.27%	82
2021 Q2	$660K	Sell	2,671 -167	-6%	-$42.1K	0.39%	67
2021 Q1	$780K	Buy	2,838 +832	+41%	+$220K	0.35%	57
2020 Q4	$345K	Buy	+2,006	New	+$318K	0.24%	83
2020 Q3	–	Sell	-732	Closed	-$113K	–	311
2020 Q2	$113K	Sell	732 -7	-0.9%	-$1.06K	0.1%	123
2020 Q1	$101K	Buy	739 +25	+4%	+$4.44K	0.11%	117
2019 Q4	$147K	Sell	714 -124	-15%	-$27.3K	0.13%	111
2019 Q3	$209K	Sell	838 -102	-11%	-$32.9K	0.22%	88
2019 Q2	$357K	Sell	940 -14,409	-94%	-$5.81M	0.37%	65
2019 Q1	$5.13K	Buy	+15,349	New	+$6.33M	0.38%	53

Other funds holding MJ

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

Joseph P. Lucia & Associates's MJ Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2022, closing a stake of 496 shares — an estimated $34K sold.

Joseph P. Lucia & Associates first reported a position in MJ in Q1 2019 and held it in 13 quarters. The position peaked at $780K in Q1 2021. 249 funds tracked by Wall St. Rank hold MJ as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Amplify Alternative Harvest ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 496 Amplify Alternative Harvest ETF shares in Q3 2022, an estimated $34K.
Joseph P. Lucia & Associates first reported a position in Amplify Alternative Harvest ETF in Q1 2019 and held it in 13 quarters.
Joseph P. Lucia & Associates's Amplify Alternative Harvest ETF position peaked at $780K in Q1 2021.
249 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.