Core Wealth Advisors (Florida)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q3	–	Sell	-1,692	Closed	-$32K	–	240
2022 Q2	$32K	Hold	1,692	–	–	0.02%	86
2022 Q1	$35K	Sell	1,692 -3,683	-69%	-$74K	0.02%	93
2021 Q4	$96K	Buy	5,375 +1,280	+31%	+$23.7K	0.06%	63
2021 Q3	$74K	Buy	4,095 +1,630	+66%	+$29.6K	0.05%	67
2021 Q2	$48K	Sell	2,465 -200	-8%	-$3.72K	0.03%	73
2021 Q1	$44K	Buy	2,665 +973	+58%	+$15.4K	0.04%	64
2020 Q4	$24K	Hold	1,692	–	–	0.02%	87
2020 Q3	$18K	Sell	1,692 -4,274	-72%	-$53.7K	0.02%	84
2020 Q2	$79K	Buy	5,966 +4,664	+358%	+$61.4K	0.07%	46
2020 Q1	$12K	Hold	1,302	–	–	0.01%	86
2019 Q4	$28K	Buy	+1,302	New	+$28K	0.02%	70

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Core Wealth Advisors (Florida)'s AMJ Position: Q3 2022 in Review

Core Wealth Advisors (Florida) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 1,692 shares — an estimated $32K sold.

Core Wealth Advisors (Florida) first reported a position in AMJ in Q4 2019 and held it in 11 quarters. The position peaked at $96K in Q4 2021. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

Core Wealth Advisors (Florida) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,692 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $32K.
Core Wealth Advisors (Florida) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 11 quarters.
Core Wealth Advisors (Florida)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $96K in Q4 2021.
168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q3 2022, filed 10 Nov 2022.