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 $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Cascade Financial Partners's AMJ Position: Q2 2024 in Review

Cascade Financial Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 65,372 shares — an estimated $1.81M sold.

Cascade Financial Partners first reported a position in AMJ in Q1 2024 and held it in 1 quarter. The position peaked at $1.81M in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Cascade Financial Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Cascade Financial Partners sold 65,372 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $1.81M.
  • Cascade Financial Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2024 and held it in 1 quarter.
  • Cascade Financial Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.81M 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 Cascade Financial Partners's 13F filing for Q2 2024, filed 31 Jul 2024.