SVB Wealth’s Amplify Alternative Harvest ETF MJ Stock Holding History

SVB Wealth’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
2021 Q4	–	Sell	-833	Closed	-$143K	–	902
2021 Q3	$143K	Buy	833 +816	+4,800%	+$167K	﹤0.01%	926
2021 Q2	$4K	Buy	+17	New	+$4.28K	﹤0.01%	975
2021 Q1	–	Sell	-1,667	Closed	-$287K	–	953
2020 Q4	$287K	Hold	1,667	–	–	﹤0.01%	634
2020 Q3	$208K	Buy	+1,667	New	+$248K	﹤0.01%	629

Other funds holding MJ

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIM

Sterling Investment Management Tucson, Arizona $167M AUM 12.17% 1-Year Est. Return

SVB Wealth's MJ Position: Q4 2021 in Review

SVB Wealth sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2021, closing a stake of 833 shares — an estimated $143K sold.

SVB Wealth first reported a position in MJ in Q3 2020 and held it in 4 quarters. The position peaked at $287K in Q4 2020. 312 funds tracked by Wall St. Rank hold MJ as of Q4 2021.

SVB Wealth reported no remaining Amplify Alternative Harvest ETF position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 833 Amplify Alternative Harvest ETF shares in Q4 2021, an estimated $143K.
SVB Wealth first reported a position in Amplify Alternative Harvest ETF in Q3 2020 and held it in 4 quarters.
SVB Wealth's Amplify Alternative Harvest ETF position peaked at $287K in Q4 2020.
312 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.