Lee Financial’s Amplify Alternative Harvest ETF MJ Stock Holding History

Lee Financial’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 Q4	–	Sell	-3	Closed	-$128	–	904
2023 Q3	$128	Hold	3	–	–	﹤0.01%	825
2023 Q2	$105	Hold	3	–	–	﹤0.01%	767
2023 Q1	$124	Hold	3	–	–	﹤0.01%	771
2022 Q4	$149	Hold	3	–	–	﹤0.01%	907
2022 Q3	$0	Hold	3	–	–	﹤0.01%	933
2022 Q2	$0	Hold	3	–	–	﹤0.01%	932
2022 Q1	$0	Hold	3	–	–	﹤0.01%	878
2021 Q4	$0	Hold	3	–	–	﹤0.01%	933
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	676
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	657
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	472
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	461
2020 Q3	$0	Hold	3	–	–	﹤0.01%	551
2020 Q2	$0	Hold	3	–	–	﹤0.01%	538
2020 Q1	$0	Hold	3	–	–	﹤0.01%	498
2019 Q4	$1K	Sell	3 -73	-96%	-$16.1K	﹤0.01%	484
2019 Q3	$19K	Buy	76 +3	+4%	+$967	﹤0.01%	256
2019 Q2	$28K	Hold	73	–	–	0.01%	234
2019 Q1	$32K	Buy	+73	New	+$30.1K	0.01%	214

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

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Lee Financial's MJ Position: Q4 2023 in Review

Lee Financial sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2023, closing a stake of 3 shares — an estimated $128 sold.

Lee Financial first reported a position in MJ in Q1 2019 and held it in 19 quarters. The position peaked at $32K in Q1 2019. 190 funds tracked by Wall St. Rank hold MJ as of Q4 2023.

Lee Financial reported no remaining Amplify Alternative Harvest ETF position as of Q4 2023 after selling out during the quarter.
Lee Financial sold 3 Amplify Alternative Harvest ETF shares in Q4 2023, an estimated $128.
Lee Financial first reported a position in Amplify Alternative Harvest ETF in Q1 2019 and held it in 19 quarters.
Lee Financial's Amplify Alternative Harvest ETF position peaked at $32K in Q1 2019.
190 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.