SWIM
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Smallwood Wealth Investment Management’s Amplify Alternative Harvest ETF MJ Stock Holding History

Smallwood Wealth Investment 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
2026
Q2 		$437 Hold
17
– – ﹤0.01% 470
2026
Q1 		$391 Hold
17
– – ﹤0.01% 468
2025
Q4 		$506 Hold
17
– – ﹤0.01% 448
2025
Q3 		$635 Hold
17
– – ﹤0.01% 449
2025
Q2 		$305 Hold
17
– – ﹤0.01% 516
2025
Q1 		$331 Buy
+17
New +$405 ﹤0.01% 455

Other funds holding MJ

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Smallwood Wealth Investment Management's MJ Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Amplify Alternative Harvest ETF (MJ) position steady in Q2 2026 at 17 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Smallwood Wealth Investment Management first reported a position in MJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $635 in Q3 2025. 48 funds tracked by Wall St. Rank hold MJ as of Q2 2026.

  • Smallwood Wealth Investment Management held 17 shares of Amplify Alternative Harvest ETF worth $437 as of Q2 2026.
  • Smallwood Wealth Investment Management left its Amplify Alternative Harvest ETF share count unchanged in Q2 2026.
  • Amplify Alternative Harvest ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #470 holding.
  • Smallwood Wealth Investment Management first reported a position in Amplify Alternative Harvest ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Amplify Alternative Harvest ETF position peaked at $635 in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.