Legacy Financial Group (Iowa)’s Amplify Alternative Harvest ETF MJ Stock Holding History

Legacy Financial Group (Iowa)’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	-105	Closed	-$4.59K	–	321
2023 Q3	$4.59K	Buy	+105	New	+$4.25K	﹤0.01%	390
2021 Q4	–	Sell	-1,674	Closed	-$289K	–	49
2021 Q3	$289K	Buy	1,674 +158	+10%	+$32.2K	0.09%	58
2021 Q2	$374K	Sell	1,516 -224	-13%	-$56.4K	0.11%	62
2021 Q1	$478K	Buy	1,740 +128	+8%	+$33.8K	0.17%	50
2020 Q4	$278K	Buy	+1,612	New	+$255K	0.11%	56

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

Legacy Financial Group (Iowa)'s MJ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2023, closing a stake of 105 shares — an estimated $4.59K sold.

Legacy Financial Group (Iowa) first reported a position in MJ in Q4 2020 and held it in 5 quarters. The position peaked at $478K in Q1 2021. 190 funds tracked by Wall St. Rank hold MJ as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Amplify Alternative Harvest ETF position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 105 Amplify Alternative Harvest ETF shares in Q4 2023, an estimated $4.59K.
Legacy Financial Group (Iowa) first reported a position in Amplify Alternative Harvest ETF in Q4 2020 and held it in 5 quarters.
Legacy Financial Group (Iowa)'s Amplify Alternative Harvest ETF position peaked at $478K in Q1 2021.
190 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.