AWA
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Arete Wealth Advisors’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Arete Wealth Advisors’s Portfolio AMJB Stock Details AMJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,532
Closed -$739K – 838
2024
Q2 		$739K Buy
+25,532
New +$719K 0.06% 302

Other funds holding AMJB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Arete Wealth Advisors's AMJB Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Alerian MLP Index ETNs due January 28 2044 (AMJB) in Q3 2024, closing a stake of 25,532 shares — an estimated $739K sold.

Arete Wealth Advisors first reported a position in AMJB in Q2 2024 and held it in 1 quarter. The position peaked at $739K in Q2 2024. 60 funds tracked by Wall St. Rank hold AMJB as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Alerian MLP Index ETNs due January 28 2044 position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 25,532 Alerian MLP Index ETNs due January 28 2044 shares in Q3 2024, an estimated $739K.
  • Arete Wealth Advisors first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's Alerian MLP Index ETNs due January 28 2044 position peaked at $739K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.