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

Arkos Global 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
2020 Q1	–	Sell	-9,397	Closed	-$205K	–	71
2019 Q4	$205K	Sell	9,397 -4,229	-31%	-$91K	0.13%	50
2019 Q3	$317K	Sell	13,626 -964	-7%	-$23.3K	0.22%	40
2019 Q2	$366K	Sell	14,590 -203	-1%	-$5.11K	0.27%	40
2019 Q1	$377K	Hold	14,793	–	–	0.28%	42
2018 Q4	$330K	Buy	+14,793	New	+$374K	0.27%	42

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Arkos Global Advisors's AMJ Position: Q1 2020 in Review

Arkos Global Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 9,397 shares — an estimated $205K sold.

Arkos Global Advisors first reported a position in AMJ in Q4 2018 and held it in 5 quarters. The position peaked at $377K in Q1 2019. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

Arkos Global Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
Arkos Global Advisors sold 9,397 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $205K.
Arkos Global Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 5 quarters.
Arkos Global Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $377K in Q1 2019.
240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Arkos Global Advisors's 13F filing for Q1 2020, filed 15 May 2020.