Laurel Wealth Advisors (North Carolina)’s Amplify Alternative Harvest ETF MJ Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2023 Q3	–	Sell	-67	Closed	-$2.39K	–	601
2023 Q2	$2.39K	Hold	67	–	–	﹤0.01%	510
2023 Q1	$2.82K	Hold	67	–	–	﹤0.01%	493
2022 Q4	$3.41K	Sell	67 -4	-6%	-$248	﹤0.01%	458
2022 Q3	$4K	Hold	71	–	–	﹤0.01%	444
2022 Q2	$5K	Hold	71	–	–	﹤0.01%	448
2022 Q1	$9K	Hold	71	–	–	﹤0.01%	411
2021 Q4	$9K	Hold	71	–	–	﹤0.01%	422
2021 Q3	$12K	Hold	71	–	–	﹤0.01%	397
2021 Q2	$17K	Hold	71	–	–	﹤0.01%	400
2021 Q1	$19K	Sell	71 -25	-26%	-$6.6K	﹤0.01%	357
2020 Q4	$17K	Hold	96	–	–	﹤0.01%	364
2020 Q3	$12K	Hold	96	–	–	﹤0.01%	374
2020 Q2	$15K	Hold	96	–	–	﹤0.01%	333
2020 Q1	$13K	Hold	96	–	–	﹤0.01%	337
2019 Q4	$20K	Hold	96	–	–	0.01%	327
2019 Q3	$24K	Sell	96 -8	-8%	-$2.58K	0.01%	304
2019 Q2	$40K	Hold	104	–	–	0.01%	255
2019 Q1	$45K	Buy	104 +8	+8%	+$3.3K	0.02%	233
2018 Q4	$29K	Buy	+96	New	+$36.6K	0.01%	263

Other funds holding MJ

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

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

TAM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $100M AUM 83.94% 1-Year Est. Return

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

Laurel Wealth Advisors (North Carolina)'s MJ Position: Q3 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2023, closing a stake of 67 shares — an estimated $2.39K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MJ in Q4 2018 and held it in 19 quarters. The position peaked at $45K in Q1 2019. 210 funds tracked by Wall St. Rank hold MJ as of Q3 2023.

Laurel Wealth Advisors (North Carolina) reported no remaining Amplify Alternative Harvest ETF position as of Q3 2023 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 67 Amplify Alternative Harvest ETF shares in Q3 2023, an estimated $2.39K.
Laurel Wealth Advisors (North Carolina) first reported a position in Amplify Alternative Harvest ETF in Q4 2018 and held it in 19 quarters.
Laurel Wealth Advisors (North Carolina)'s Amplify Alternative Harvest ETF position peaked at $45K in Q1 2019.
210 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2023, filed 14 Nov 2023.