United Capital Financial Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

United Capital Financial Advisors’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 Q3	–	Sell	-1,167	Closed	-$288K	–	1226
2021 Q2	$288K	Buy	1,167 +192	+20%	+$48.4K	﹤0.01%	1035
2021 Q1	$268K	Sell	975 -243	-20%	-$64.1K	﹤0.01%	1018
2020 Q4	$210K	Sell	1,218 -21	-2%	-$3.33K	﹤0.01%	1115
2020 Q3	$155K	Buy	1,239 +83	+7%	+$12.4K	﹤0.01%	1093
2020 Q2	$179K	Buy	+1,156	New	+$175K	﹤0.01%	1111
2019 Q4	–	Sell	-1,237	Closed	-$308K	–	1405
2019 Q3	$308K	Sell	1,237 -1,117	-47%	-$360K	﹤0.01%	1069
2019 Q2	$895K	Buy	2,354 +401	+21%	+$162K	0.01%	853
2019 Q1	$852K	Buy	+1,953	New	+$805K	0.01%	818

Other funds holding MJ

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

FHA

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

United Capital Financial Advisors's MJ Position: Q3 2021 in Review

United Capital Financial Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2021, closing a stake of 1,167 shares — an estimated $288K sold.

United Capital Financial Advisors first reported a position in MJ in Q1 2019 and held it in 8 quarters. The position peaked at $895K in Q2 2019. 290 funds tracked by Wall St. Rank hold MJ as of Q3 2021.

United Capital Financial Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q3 2021 after selling out during the quarter.
United Capital Financial Advisors sold 1,167 Amplify Alternative Harvest ETF shares in Q3 2021, an estimated $288K.
United Capital Financial Advisors first reported a position in Amplify Alternative Harvest ETF in Q1 2019 and held it in 8 quarters.
United Capital Financial Advisors's Amplify Alternative Harvest ETF position peaked at $895K in Q2 2019.
290 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.