Creative Planning’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Creative Planning’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	$848K	Hold	24,575	–	–	﹤0.01%	2786
2026 Q1	$850K	Sell	24,575 -5,240	-18%	-$175K	﹤0.01%	2584
2025 Q4	$892K	Buy	29,815 +15,131	+103%	+$450K	﹤0.01%	2377
2025 Q3	$433K	Sell	14,684 -1,716	-10%	-$52.1K	﹤0.01%	2841
2025 Q2	$496K	Buy	16,400 +1,808	+12%	+$54.5K	﹤0.01%	2480
2025 Q1	$474K	Buy	14,592 +1,397	+11%	+$44.8K	﹤0.01%	2335
2024 Q4	$389K	Buy	+13,195	New	+$388K	﹤0.01%	2459

Other funds holding AMJB

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Creative Planning's AMJB Position: Q2 2026 in Review

Creative Planning held its Alerian MLP Index ETNs due January 28 2044 (AMJB) position steady in Q2 2026 at 24,575 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Creative Planning first reported a position in AMJB in Q4 2024 and has held it in 7 quarters since. The position peaked at $892K in Q4 2025. 72 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

Creative Planning held 24,575 shares of Alerian MLP Index ETNs due January 28 2044 worth $848K as of Q2 2026.
Creative Planning left its Alerian MLP Index ETNs due January 28 2044 share count unchanged in Q2 2026.
Alerian MLP Index ETNs due January 28 2044 made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2786 holding.
Creative Planning first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q4 2024 and has held it in 7 quarters since.
Creative Planning's Alerian MLP Index ETNs due January 28 2044 position peaked at $892K in Q4 2025.
72 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.