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Benchmark Financial’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Benchmark Financial’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
2026
Q2 		$1.68M Sell
48,654
-96
-0.2% -$3.36K 1.37% 18
2026
Q1 		$1.69M Buy
48,750
+3,715
+8% +$124K 1.51% 16
2025
Q4 		$1.35M Buy
+45,035
New +$1.34M 1.34% 17

Other funds holding AMJB

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
ACP
Argyle Capital Partners Los Angeles, California $159M AUM 21.07% 1-Year Est. Return

Benchmark Financial's AMJB Position: Q2 2026 in Review

Benchmark Financial reduced its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 0.2% in Q2 2026, selling an estimated $3.36K and leaving 48,654 shares worth $1.68M. The position accounts for 1.37% of the portfolio, ranked #18.

Benchmark Financial first reported a position in AMJB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.69M in Q1 2026. 36 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

  • Benchmark Financial held 48,654 shares of Alerian MLP Index ETNs due January 28 2044 worth $1.68M as of Q2 2026.
  • Benchmark Financial sold 96 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2026, an estimated $3.36K.
  • Alerian MLP Index ETNs due January 28 2044 made up 1.37% of Benchmark Financial's portfolio in Q2 2026, its #18 holding.
  • Benchmark Financial first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q4 2025 and has held it in 3 quarters since.
  • Benchmark Financial's Alerian MLP Index ETNs due January 28 2044 position peaked at $1.69M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.