Aptus Capital Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Aptus Capital Advisors’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	-1,292	Closed	-$36.8K	–	1245
2024 Q1	$36.8K	Hold	1,292	–	–	﹤0.01%	918
2023 Q4	$32.8K	Hold	1,292	–	–	﹤0.01%	717
2023 Q3	$31.9K	Sell	1,292 -102	-7%	-$2.44K	﹤0.01%	721
2023 Q2	$31.9K	Buy	1,394 +226	+19%	+$5.08K	﹤0.01%	618
2023 Q1	$25.9K	Buy	1,168 +102	+10%	+$2.3K	﹤0.01%	615
2022 Q4	$23.2K	Hold	1,066	–	–	﹤0.01%	642
2022 Q3	$21K	Buy	+1,066	New	+$22.3K	﹤0.01%	615

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

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

Aptus Capital Advisors's AMJ Position: Q2 2024 in Review

Aptus Capital Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 1,292 shares — an estimated $36.8K sold.

Aptus Capital Advisors first reported a position in AMJ in Q3 2022 and held it in 7 quarters. The position peaked at $36.8K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

Aptus Capital Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
Aptus Capital Advisors sold 1,292 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $36.8K.
Aptus Capital Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2022 and held it in 7 quarters.
Aptus Capital Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $36.8K 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 Aptus Capital Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.