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

Perigon 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
2025 Q1	–	Sell	-1,509	Closed	-$38.4K	–	1071
2024 Q4	$38.4K	Sell	1,509 -759	-33%	-$25.4K	﹤0.01%	1041
2024 Q3	$90.1K	Buy	2,268 +19	+0.8%	+$775	﹤0.01%	974
2024 Q2	$89.6K	Sell	2,249 -19	-0.8%	-$887	﹤0.01%	847
2024 Q1	$114K	Buy	2,268 +72	+3%	+$3.05K	﹤0.01%	828
2023 Q4	$85.1K	Sell	2,196 -122	-5%	-$4.59K	﹤0.01%	817
2023 Q3	$102K	Buy	2,318 +162	+8%	+$6.55K	﹤0.01%	758
2023 Q2	$77.3K	Buy	2,156 +1,275	+145%	+$49.1K	﹤0.01%	760
2023 Q1	$37.2K	Buy	+881	New	+$43.7K	﹤0.01%	694
2021 Q2	–	Sell	-782	Closed	-$215K	–	526
2021 Q1	$215K	Buy	782 +487	+165%	+$129K	0.02%	457
2020 Q4	$51K	Buy	+295	New	+$46.7K	0.01%	741
2019 Q3	–	Sell	-596	Closed	-$227K	–	256
2019 Q2	$227K	Buy	+596	New	+$240K	0.05%	218

Other funds holding MJ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Perigon Wealth Management's MJ Position: Q1 2025 in Review

Perigon Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q1 2025, closing a stake of 1,509 shares — an estimated $38.4K sold.

Perigon Wealth Management first reported a position in MJ in Q2 2019 and held it in 11 quarters. The position peaked at $227K in Q2 2019. 123 funds tracked by Wall St. Rank hold MJ as of Q1 2025.

Perigon Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q1 2025 after selling out during the quarter.
Perigon Wealth Management sold 1,509 Amplify Alternative Harvest ETF shares in Q1 2025, an estimated $38.4K.
Perigon Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q2 2019 and held it in 11 quarters.
Perigon Wealth Management's Amplify Alternative Harvest ETF position peaked at $227K in Q2 2019.
123 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.