Avantax Advisory Services’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Avantax Advisory Services’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
2025 Q2	$240K	Buy	7,928 +72	+0.9%	+$2.17K	﹤0.01%	2078
2025 Q1	$255K	Sell	7,856 -1,479	-16%	-$47.4K	﹤0.01%	1944
2024 Q4	$275K	Buy	9,335 +86	+0.9%	+$2.53K	﹤0.01%	1837
2024 Q3	$263K	Buy	9,249 +90	+1%	+$2.58K	﹤0.01%	1850
2024 Q2	$265K	Buy	+9,159	New	+$258K	﹤0.01%	1778

Other funds holding AMJB

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

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Avantax Advisory Services's AMJB Position: Q2 2025 in Review

Avantax Advisory Services increased its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 0.92% in Q2 2025, buying an estimated $2.17K and bringing the position to 7,928 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Avantax Advisory Services first reported a position in AMJB in Q2 2024 and has held it in 5 quarters since. The position peaked at $275K in Q4 2024. 57 funds tracked by Wall St. Rank hold AMJB as of Q2 2025.

Avantax Advisory Services held 7,928 shares of Alerian MLP Index ETNs due January 28 2044 worth $240K as of Q2 2025.
Avantax Advisory Services bought 72 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2025, an estimated $2.17K.
Alerian MLP Index ETNs due January 28 2044 made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2078 holding.
Avantax Advisory Services first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Alerian MLP Index ETNs due January 28 2044 position peaked at $275K in Q4 2024.
57 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.