Apollon Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Apollon Wealth Management’s Portfolio AMJ Stock Details AMJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-55,335	Closed	-$1.58M	–	1179
2024 Q1	$1.58M	Sell	55,335 -3,392	-6%	-$91.2K	0.05%	341
2023 Q4	$1.49M	Sell	58,727 -1,602	-3%	-$40.2K	0.05%	334
2023 Q3	$1.49M	Sell	60,329 -1,534	-2%	-$36.7K	0.07%	260
2023 Q2	$1.42M	Sell	61,863 -6,416	-9%	-$144K	0.07%	296
2023 Q1	$1.52M	Buy	68,279 +17	+0%	+$384	0.09%	226
2022 Q4	$1.48M	Buy	+68,262	New	+$1.5M	0.11%	203

Other funds holding AMJ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Apollon Wealth Management's AMJ Position: Q2 2024 in Review

Apollon Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 55,335 shares — an estimated $1.58M sold.

Apollon Wealth Management first reported a position in AMJ in Q4 2022 and held it in 6 quarters. The position peaked at $1.58M in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

Apollon Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
Apollon Wealth Management sold 55,335 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $1.58M.
Apollon Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2022 and held it in 6 quarters.
Apollon Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.58M in Q1 2024.
2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Apollon Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.