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

Selective 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
2022 Q4	–	Sell	-50	Closed	-$3K	–	484
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	639
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	671
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	585
2021 Q4	$7K	Hold	50	–	–	﹤0.01%	520
2021 Q3	$9K	Hold	50	–	–	﹤0.01%	445
2021 Q2	$12K	Buy	50 +8	+19%	+$2.02K	0.01%	323
2021 Q1	$11K	Hold	42	–	–	0.01%	245
2020 Q4	$7K	Hold	42	–	–	﹤0.01%	269
2020 Q3	$5K	Sell	42 -2	-5%	-$298	﹤0.01%	247
2020 Q2	$7K	Buy	44 +41	+1,367%	+$6.2K	0.01%	267
2020 Q1	$0	Hold	3	–	–	﹤0.01%	341
2019 Q4	$1K	Hold	3	–	–	﹤0.01%	312
2019 Q3	$1K	Buy	+3	New	+$967	﹤0.01%	322

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 $2.27B AUM 18.34% 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

Selective Wealth Management's MJ Position: Q4 2022 in Review

Selective Wealth Management sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2022, closing a stake of 50 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in MJ in Q3 2019 and held it in 13 quarters. The position peaked at $12K in Q2 2021. 247 funds tracked by Wall St. Rank hold MJ as of Q4 2022.

Selective Wealth Management reported no remaining Amplify Alternative Harvest ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 50 Amplify Alternative Harvest ETF shares in Q4 2022, an estimated $3K.
Selective Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Amplify Alternative Harvest ETF position peaked at $12K in Q2 2021.
247 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.