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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
Jane Street New York $777B AUM 61.18% 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 $1.92B AUM 31.26% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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.