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Surevest’s Amplify Alternative Harvest ETF MJ Stock Holding History

Surevest’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
Q3 		$4K Buy
79
+1
+1% +$69 ﹤0.01% 337
2022
Q2 		$5K Hold
78
– – ﹤0.01% 339
2022
Q1 		$10K Hold
78
– – ﹤0.01% 281
2021
Q4 		$10K Buy
+78
New +$12.3K ﹤0.01% 283

Other funds holding MJ

LPL Financial
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Surevest's MJ Position: Q3 2022 in Review

Surevest increased its Amplify Alternative Harvest ETF (MJ) stake by 1.3% in Q3 2022, buying an estimated $69 and bringing the position to 79 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Surevest first reported a position in MJ in Q4 2021 and has held it in 4 quarters since. The position peaked at $10K in Q1 2022. 249 funds tracked by Wall St. Rank hold MJ as of Q3 2022.

  • Surevest held 79 shares of Amplify Alternative Harvest ETF worth $4K as of Q3 2022.
  • Surevest bought 1 Amplify Alternative Harvest ETF share in Q3 2022, an estimated $69.
  • Amplify Alternative Harvest ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #337 holding.
  • Surevest first reported a position in Amplify Alternative Harvest ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Amplify Alternative Harvest ETF position peaked at $10K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.