CFP
AMJ

Cascade Financial Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Cascade Financial Partners’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
-65,372
Closed -$1.81M – 238
2024
Q1 		$1.81M Buy
+65,372
New +$1.76M 0.26% 63

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