AWM
AMJ

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

Axxcess Wealth Management’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
-7,930
Closed -$226K – 968
2024
Q1 		$226K Hold
7,930
– – 0.01% 771
2023
Q4 		$201K Sell
7,930
-325
-4% -$8.16K 0.01% 784
2023
Q3 		$204K Buy
+8,255
New +$198K 0.01% 730

Other funds holding AMJ

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

Axxcess Wealth Management's AMJ Position: Q2 2024 in Review

Axxcess Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 7,930 shares — an estimated $226K sold.

Axxcess Wealth Management first reported a position in AMJ in Q3 2023 and held it in 3 quarters. The position peaked at $226K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Axxcess Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 7,930 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $226K.
  • Axxcess Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2023 and held it in 3 quarters.
  • Axxcess Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $226K 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 Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.