Waldron Private Wealth’s Amplify Alternative Harvest ETF MJ Stock Holding History

Waldron Private 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 Q3	–	Sell	-812	Closed	-$200K	–	369
2021 Q2	$200K	Hold	812	–	–	0.01%	325
2021 Q1	$223K	Buy	+812	New	+$214K	0.02%	284
2019 Q3	–	Sell	-741	Closed	-$283K	–	269
2019 Q2	$283K	Buy	741 +47	+7%	+$19K	0.03%	195
2019 Q1	$302K	Buy	+694	New	+$286K	0.03%	194

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

Waldron Private Wealth's MJ Position: Q3 2021 in Review

Waldron Private Wealth sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2021, closing a stake of 812 shares — an estimated $200K sold.

Waldron Private Wealth first reported a position in MJ in Q1 2019 and held it in 4 quarters. The position peaked at $302K in Q1 2019. 290 funds tracked by Wall St. Rank hold MJ as of Q3 2021.

Waldron Private Wealth reported no remaining Amplify Alternative Harvest ETF position as of Q3 2021 after selling out during the quarter.
Waldron Private Wealth sold 812 Amplify Alternative Harvest ETF shares in Q3 2021, an estimated $200K.
Waldron Private Wealth first reported a position in Amplify Alternative Harvest ETF in Q1 2019 and held it in 4 quarters.
Waldron Private Wealth's Amplify Alternative Harvest ETF position peaked at $302K in Q1 2019.
290 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2021.

Based on Waldron Private Wealth's 13F filing for Q3 2021, filed 2 Nov 2021.