AXS Investments’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

AXS Investments’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	-9,000	Closed	-$256K	–	321
2024 Q1	$256K	Buy	+9,000	New	+$242K	0.06%	252
2023 Q4	–	Sell	-35,000	Closed	-$865K	–	440
2023 Q3	$865K	Buy	35,000 +17,000	+94%	+$407K	0.22%	159
2023 Q2	$412K	Buy	+18,000	New	+$405K	0.11%	224

Other funds holding AMJ

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AXS Investments's AMJ Position: Q2 2024 in Review

AXS Investments sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 9,000 shares — an estimated $256K sold.

AXS Investments first reported a position in AMJ in Q2 2023 and held it in 3 quarters. The position peaked at $865K in Q3 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

AXS Investments reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 9,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $256K.
AXS Investments first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2023 and held it in 3 quarters.
AXS Investments's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $865K in Q3 2023.
2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.