EWP
AMJ

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

Elevation Wealth 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
-630
Closed -$17.9K – 544
2024
Q1 		$17.9K Hold
630
– – 0.01% 304
2023
Q4 		$15.6K Sell
630
-428
-40% -$10.7K 0.01% 301
2023
Q3 		$26.1K Hold
1,058
– – 0.02% 196
2023
Q2 		$24.2K Hold
1,058
– – 0.02% 203
2023
Q1 		$23.5K Buy
+1,058
New +$23.9K 0.02% 207

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Elevation Wealth Partners's AMJ Position: Q2 2024 in Review

Elevation Wealth Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 630 shares — an estimated $17.9K sold.

Elevation Wealth Partners first reported a position in AMJ in Q1 2023 and held it in 5 quarters. The position peaked at $26.1K in Q3 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Elevation Wealth Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 630 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $17.9K.
  • Elevation Wealth Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2023 and held it in 5 quarters.
  • Elevation Wealth Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $26.1K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Elevation Wealth Partners's 13F filing for Q2 2024, filed 9 Jul 2024.