WealthPlan Investment Management’s Amplify Alternative Harvest ETF MJ Stock Holding History

WealthPlan Investment Management’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
2023 Q3	–	Sell	-14	Closed	-$502	–	265
2023 Q2	$502	Hold	14	–	–	﹤0.01%	347
2023 Q1	$591	Buy	+14	New	+$695	﹤0.01%	420

Other funds holding MJ

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

EAM

Eschler Asset Management London, United Kingdom $56.2M AUM 86.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPlan Investment Management's MJ Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2023, closing a stake of 14 shares — an estimated $502 sold.

WealthPlan Investment Management first reported a position in MJ in Q1 2023 and held it in 2 quarters. The position peaked at $591 in Q1 2023. 210 funds tracked by Wall St. Rank hold MJ as of Q3 2023.

WealthPlan Investment Management reported no remaining Amplify Alternative Harvest ETF position as of Q3 2023 after selling out during the quarter.
WealthPlan Investment Management sold 14 Amplify Alternative Harvest ETF shares in Q3 2023, an estimated $502.
WealthPlan Investment Management first reported a position in Amplify Alternative Harvest ETF in Q1 2023 and held it in 2 quarters.
WealthPlan Investment Management's Amplify Alternative Harvest ETF position peaked at $591 in Q1 2023.
210 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.