Mascoma Wealth Management’s Amplify Alternative Harvest ETF MJ Stock Holding History

Mascoma Wealth Management’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 Q2	–	Sell	-5	Closed	-$199	–	549
2023 Q1	$199	Hold	5	–	–	﹤0.01%	586
2022 Q4	$256	Hold	5	–	–	﹤0.01%	611
2022 Q3	$0	Hold	5	–	–	﹤0.01%	616
2022 Q2	$0	Hold	5	–	–	﹤0.01%	625
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	571
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	516
2021 Q3	$1K	Buy	+5	New	+$1.02K	﹤0.01%	433
2021 Q2	–	Sell	-5	Closed	-$1K	–	319
2021 Q1	$1K	Buy	+5	New	+$1.32K	﹤0.01%	428
2019 Q3	–	Sell	-5	Closed	-$2K	–	244
2019 Q2	$2K	Hold	5	–	–	﹤0.01%	345
2019 Q1	$2K	Buy	+5	New	+$2.06K	﹤0.01%	355

Other funds holding MJ

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

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

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

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

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

TAM

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

FHA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mascoma Wealth Management's MJ Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q2 2023, closing a stake of 5 shares — an estimated $199 sold.

Mascoma Wealth Management first reported a position in MJ in Q1 2019 and held it in 10 quarters. The position peaked at $2K in Q2 2019. 217 funds tracked by Wall St. Rank hold MJ as of Q2 2023.

Mascoma Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 5 Amplify Alternative Harvest ETF shares in Q2 2023, an estimated $199.
Mascoma Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q1 2019 and held it in 10 quarters.
Mascoma Wealth Management's Amplify Alternative Harvest ETF position peaked at $2K in Q2 2019.
217 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.