Evoke Wealth’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Evoke Wealth’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	–	Sell	-21,841	Closed	-$755K	–	695
2026 Q1	$755K	Buy	21,841 +104	+0.5%	+$3.46K	0.01%	320
2025 Q4	$650K	Buy	21,737 +129	+0.6%	+$3.83K	0.01%	339
2025 Q3	$638K	Buy	21,608 +126	+0.6%	+$3.82K	0.01%	312
2025 Q2	$650K	Buy	21,482 +123	+0.6%	+$3.71K	0.01%	287
2025 Q1	$694K	Buy	21,359 +113	+0.5%	+$3.62K	0.02%	231
2024 Q4	$627K	Sell	21,246 -690	-3%	-$20.3K	0.02%	229
2024 Q3	$624K	Buy	+21,936	New	+$628K	0.02%	227

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

Evoke Wealth's AMJB Position: Q2 2026 in Review

Evoke Wealth sold out of Alerian MLP Index ETNs due January 28 2044 (AMJB) in Q2 2026, closing a stake of 21,841 shares — an estimated $755K sold.

Evoke Wealth first reported a position in AMJB in Q3 2024 and held it in 7 quarters. The position peaked at $755K in Q1 2026. 73 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

Evoke Wealth reported no remaining Alerian MLP Index ETNs due January 28 2044 position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 21,841 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2026, an estimated $755K.
Evoke Wealth first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q3 2024 and held it in 7 quarters.
Evoke Wealth's Alerian MLP Index ETNs due January 28 2044 position peaked at $755K in Q1 2026.
73 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.