AWM
AMJ

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return