MW
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Milestone Wealth’s Amplify Alternative Harvest ETF MJ Stock Holding History

Milestone 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
Q3 		$4K Hold
76
– – ﹤0.01% 214
2022
Q2 		$5K Sell
76
-76
-50% -$7.03K 0.01% 203
2022
Q1 		$20K Hold
152
– – 0.02% 182
2021
Q4 		$20K Buy
+152
New +$23.9K 0.02% 182

Other funds holding MJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Milestone Wealth's MJ Position: Q3 2022 in Review

Milestone Wealth held its Amplify Alternative Harvest ETF (MJ) position steady in Q3 2022 at 76 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Milestone Wealth first reported a position in MJ in Q4 2021 and has held it in 4 quarters since. The position peaked at $20K in Q1 2022. 249 funds tracked by Wall St. Rank hold MJ as of Q3 2022.

  • Milestone Wealth held 76 shares of Amplify Alternative Harvest ETF worth $4K as of Q3 2022.
  • Milestone Wealth left its Amplify Alternative Harvest ETF share count unchanged in Q3 2022.
  • Amplify Alternative Harvest ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #214 holding.
  • Milestone Wealth first reported a position in Amplify Alternative Harvest ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Amplify Alternative Harvest ETF position peaked at $20K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.