Crestwood Advisors Group’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Crestwood Advisors Group’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	$235K	Sell	6,818 -8,095	-54%	-$283K	﹤0.01%	779
2026 Q1	$516K	Sell	14,913 -14,311	-49%	-$477K	0.01%	414
2025 Q4	$874K	Sell	29,224 -20,096	-41%	-$597K	0.01%	299
2025 Q3	$1.46M	Sell	49,320 -8,743	-15%	-$265K	0.02%	247
2025 Q2	$1.76M	Sell	58,063 -4,453	-7%	-$134K	0.03%	223
2025 Q1	$2.03M	Buy	+62,516	New	+$2M	0.04%	197

Other funds holding AMJB

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

Crestwood Advisors Group's AMJB Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 54% in Q2 2026, selling an estimated $283K and leaving 6,818 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Crestwood Advisors Group first reported a position in AMJB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.03M in Q1 2025. 73 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

Crestwood Advisors Group held 6,818 shares of Alerian MLP Index ETNs due January 28 2044 worth $235K as of Q2 2026.
Crestwood Advisors Group sold 8,095 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2026, an estimated $283K.
Alerian MLP Index ETNs due January 28 2044 made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #779 holding.
Crestwood Advisors Group first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q1 2025 and has held it in 6 quarters since.
Crestwood Advisors Group's Alerian MLP Index ETNs due January 28 2044 position peaked at $2.03M in Q1 2025.
73 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.