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Waverly Advisors’s Amplify Alternative Harvest ETF MJ Stock Holding History

Waverly 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
2024
Q4 		– Sell
-943
Closed -$37.5K – 1011
2024
Q3 		$37.5K Sell
943
-60
-6% -$2.45K ﹤0.01% 796
2024
Q2 		$40K Buy
+1,003
New +$46.8K ﹤0.01% 796

Other funds holding MJ

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Waverly Advisors's MJ Position: Q4 2024 in Review

Waverly Advisors sold out of Amplify Alternative Harvest ETF (MJ) in Q4 2024, closing a stake of 943 shares — an estimated $37.5K sold.

Waverly Advisors first reported a position in MJ in Q2 2024 and held it in 2 quarters. The position peaked at $40K in Q2 2024. 187 funds tracked by Wall St. Rank hold MJ as of Q4 2024.

  • Waverly Advisors reported no remaining Amplify Alternative Harvest ETF position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 943 Amplify Alternative Harvest ETF shares in Q4 2024, an estimated $37.5K.
  • Waverly Advisors first reported a position in Amplify Alternative Harvest ETF in Q2 2024 and held it in 2 quarters.
  • Waverly Advisors's Amplify Alternative Harvest ETF position peaked at $40K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.