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

Sugarloaf 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
2024
Q4 		$10K Buy
373
+7
+2% +$234 ﹤0.01% 501
2024
Q3 		$14.5K Buy
+366
New +$14.9K ﹤0.01% 456
2024
Q1 		– Sell
-758
Closed -$29.4K – 705
2023
Q4 		$29.4K Sell
758
-117
-13% -$4.4K 0.01% 342
2023
Q3 		$38.3K Sell
875
-67
-7% -$2.71K 0.01% 317
2023
Q2 		$33.8K Buy
942
+40
+4% +$1.54K 0.01% 331
2023
Q1 		$38.1K Buy
902
+292
+48% +$14.5K 0.01% 322
2022
Q4 		$31.2K Sell
610
-256
-30% -$15.8K 0.01% 349
2022
Q3 		$49K Buy
866
+199
+30% +$13.8K 0.01% 289
2022
Q2 		$46K Buy
667
+65
+11% +$6.01K 0.01% 300
2022
Q1 		$75K Buy
602
+136
+29% +$16.3K 0.02% 228
2021
Q4 		$62K Buy
466
+134
+40% +$21.1K 0.01% 264
2021
Q3 		$57K Buy
332
+141
+74% +$28.8K 0.02% 251
2021
Q2 		$47K Buy
191
+178
+1,369% +$44.8K 0.01% 276
2021
Q1 		$51 Sell
13
-169
-93% -$44.6K 0.02% 265
2020
Q4 		$31K Buy
182
+1
+0.6% +$158 0.01% 315
2020
Q3 		$23K Buy
181
+132
+269% +$19.7K 0.01% 334
2020
Q2 		$8K Buy
49
+1
+2% +$151 ﹤0.01% 470
2020
Q1 		$7K Buy
48
+19
+66% +$3.37K ﹤0.01% 481
2019
Q4 		$6K Buy
+29
New +$6.39K ﹤0.01% 521

Other funds holding MJ

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sugarloaf Wealth Management's MJ Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Amplify Alternative Harvest ETF (MJ) stake by 1.9% in Q4 2024, buying an estimated $234 and bringing the position to 373 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Sugarloaf Wealth Management first reported a position in MJ in Q4 2019 and has held it in 19 quarters since. The position peaked at $75K in Q1 2022. 187 funds tracked by Wall St. Rank hold MJ as of Q4 2024.

  • Sugarloaf Wealth Management held 373 shares of Amplify Alternative Harvest ETF worth $10K as of Q4 2024.
  • Sugarloaf Wealth Management bought 7 Amplify Alternative Harvest ETF shares in Q4 2024, an estimated $234.
  • Amplify Alternative Harvest ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #501 holding.
  • Sugarloaf Wealth Management first reported a position in Amplify Alternative Harvest ETF in Q4 2019 and has held it in 19 quarters since.
  • Sugarloaf Wealth Management's Amplify Alternative Harvest ETF position peaked at $75K in Q1 2022.
  • 187 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.