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WealthPLAN Partners’s Amplify Alternative Harvest ETF MJ Stock Holding History

WealthPLAN Partners’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
-180
Closed -$6.44K – 804
2023
Q2 		$6.44K Hold
180
– – ﹤0.01% 867
2023
Q1 		$7.59K Buy
+180
New +$8.93K ﹤0.01% 924

Other funds holding MJ

Bank of Montreal
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthPLAN Partners's MJ Position: Q3 2023 in Review

WealthPLAN Partners sold out of Amplify Alternative Harvest ETF (MJ) in Q3 2023, closing a stake of 180 shares — an estimated $6.44K sold.

WealthPLAN Partners first reported a position in MJ in Q1 2023 and held it in 2 quarters. The position peaked at $7.59K in Q1 2023. 210 funds tracked by Wall St. Rank hold MJ as of Q3 2023.

  • WealthPLAN Partners reported no remaining Amplify Alternative Harvest ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 180 Amplify Alternative Harvest ETF shares in Q3 2023, an estimated $6.44K.
  • WealthPLAN Partners first reported a position in Amplify Alternative Harvest ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Amplify Alternative Harvest ETF position peaked at $7.59K in Q1 2023.
  • 210 funds tracked by Wall St. Rank held Amplify Alternative Harvest ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.