Lake Street Private Wealth’s Amplify Alternative Harvest ETF MJ Stock Holding History

Lake Street Private Wealth’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 Q1	–	Sell	-3,275	Closed	-$435K	–	340
2021 Q4	$435K	Sell	3,275 -847	-21%	-$133K	0.08%	214
2021 Q3	$712K	Buy	4,122 +895	+28%	+$183K	0.17%	124
2021 Q2	$798K	Buy	3,227 +945	+41%	+$238K	0.2%	115
2021 Q1	$626K	Buy	+2,282	New	+$602K	0.17%	123
2020 Q1	–	Sell	-5,701	Closed	-$1.17M	–	160
2019 Q4	$1.17M	Buy	+5,701	New	+$1.26M	0.45%	75

Other funds holding MJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

SIM

Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return

Lake Street Private Wealth's MJ Position: Q1 2022 in Review

Lake Street Private Wealth sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2022, closing a stake of 3,275 shares — an estimated $435K sold.

Lake Street Private Wealth first reported a position in MJ in Q4 2019 and held it in 5 quarters. The position peaked at $1.17M in Q4 2019. 287 funds tracked by Wall St. Rank hold MJ as of Q1 2022.

Lake Street Private Wealth reported no remaining Amplify Alternative Harvest ETF position as of Q1 2022 after selling out during the quarter.
Lake Street Private Wealth sold 3,275 Amplify Alternative Harvest ETF shares in Q1 2022, an estimated $435K.
Lake Street Private Wealth first reported a position in Amplify Alternative Harvest ETF in Q4 2019 and held it in 5 quarters.
Lake Street Private Wealth's Amplify Alternative Harvest ETF position peaked at $1.17M in Q4 2019.
287 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.