AWS
AMJ

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

Atria Wealth Solutions’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
-139,957
Closed -$3.99M – 2097
2024
Q1 		$3.99M Buy
139,957
+13,101
+10% +$352K 0.04% 403
2023
Q4 		$3.22M Buy
126,856
+11,389
+10% +$286K 0.04% 443
2023
Q3 		$2.85M Buy
115,467
+28,563
+33% +$684K 0.04% 454
2023
Q2 		$1.99M Buy
86,904
+4,748
+6% +$107K 0.03% 566
2023
Q1 		$1.82M Sell
82,156
-23,061
-22% -$521K 0.03% 573
2022
Q4 		$2.29M Buy
105,217
+8,795
+9% +$193K 0.04% 465
2022
Q3 		$1.93M Sell
96,422
-8,056
-8% -$169K 0.03% 493
2022
Q2 		$1.98M Buy
104,478
+15,835
+18% +$333K 0.04% 450
2022
Q1 		$1.85M Buy
+88,643
New +$1.78M 0.03% 506

Other funds holding AMJ

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

Atria Wealth Solutions's AMJ Position: Q2 2024 in Review

Atria Wealth Solutions sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 139,957 shares — an estimated $3.99M sold.

Atria Wealth Solutions first reported a position in AMJ in Q1 2022 and held it in 9 quarters. The position peaked at $3.99M in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Atria Wealth Solutions reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 139,957 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $3.99M.
  • Atria Wealth Solutions first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.99M 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 Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.