Plante Moran Financial Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

Plante Moran Financial Advisors’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 Q4	–	Sell	-11	Closed	-$1K	–	930
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	823
2022 Q2	$1K	Hold	11	–	–	﹤0.01%	924
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	784
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	965
2021 Q3	$2K	Buy	11 +1	+10%	+$204	﹤0.01%	870
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	883
2021 Q1	$3K	Hold	10	–	–	﹤0.01%	867
2020 Q4	$2K	Sell	10 -31	-76%	-$4.91K	﹤0.01%	783
2020 Q3	$5K	Sell	41 -1	-2%	-$149	﹤0.01%	693
2020 Q2	$6K	Hold	42	–	–	﹤0.01%	576
2020 Q1	$6K	Hold	42	–	–	﹤0.01%	552
2019 Q4	$9K	Hold	42	–	–	﹤0.01%	556
2019 Q3	$10K	Hold	42	–	–	﹤0.01%	593
2019 Q2	$16K	Hold	42	–	–	﹤0.01%	504
2019 Q1	$18K	Buy	42 +2	+5%	+$824	0.01%	489
2018 Q4	$12K	Buy	40 +31	+344%	+$11.8K	﹤0.01%	481
2018 Q3	$4K	Buy	+9	New	+$3.38K	﹤0.01%	614

Other funds holding MJ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plante Moran Financial Advisors's MJ Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in MJ in Q3 2018 and held it in 17 quarters. The position peaked at $18K in Q1 2019. 247 funds tracked by Wall St. Rank hold MJ as of Q4 2022.

Plante Moran Financial Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q4 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 11 Amplify Alternative Harvest ETF shares in Q4 2022, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Amplify Alternative Harvest ETF in Q3 2018 and held it in 17 quarters.
Plante Moran Financial Advisors's Amplify Alternative Harvest ETF position peaked at $18K in Q1 2019.
247 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.