TrueWealth LLC’s Amplify Alternative Harvest ETF MJ Stock Holding History

TrueWealth LLC’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
2020 Q2	$2K	Sell	11 -32	-74%	-$4.84K	﹤0.01%	641
2020 Q1	$6K	Buy	43 +33	+330%	+$5.86K	﹤0.01%	522
2019 Q4	$2K	Hold	10	–	–	﹤0.01%	679
2019 Q3	$2K	Hold	10	–	–	﹤0.01%	643
2019 Q2	$4K	Hold	10	–	–	﹤0.01%	593
2019 Q1	$4K	Buy	10 +9	+900%	+$3.71K	﹤0.01%	607
2018 Q4	$0	Buy	+1	New	+$381	﹤0.01%	785

Other funds holding MJ

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TrueWealth LLC's MJ Position: Q2 2020 in Review

TrueWealth LLC reduced its Amplify Alternative Harvest ETF (MJ) stake by 74% in Q2 2020, selling an estimated $4.84K and leaving 11 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

TrueWealth LLC first reported a position in MJ in Q4 2018 and has held it in 7 quarters since. The position peaked at $6K in Q1 2020. 214 funds tracked by Wall St. Rank hold MJ as of Q2 2020.

TrueWealth LLC held 11 shares of Amplify Alternative Harvest ETF worth $2K as of Q2 2020.
TrueWealth LLC sold 32 Amplify Alternative Harvest ETF shares in Q2 2020, an estimated $4.84K.
Amplify Alternative Harvest ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #641 holding.
TrueWealth LLC first reported a position in Amplify Alternative Harvest ETF in Q4 2018 and has held it in 7 quarters since.
TrueWealth LLC's Amplify Alternative Harvest ETF position peaked at $6K in Q1 2020.
214 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.