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 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 $74.4B AUM

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPCM

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Evoke Wealth's AMJB Position: Q1 2026 in Review

Evoke Wealth increased its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 0.48% in Q1 2026, buying an estimated $3.46K and bringing the position to 21,841 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #320.

Evoke Wealth first reported a position in AMJB in Q3 2024 and has held it in 7 quarters since. 70 funds tracked by Wall St. Rank hold AMJB as of Q1 2026.

Evoke Wealth held 21,841 shares of Alerian MLP Index ETNs due January 28 2044 worth $755K as of Q1 2026.
Evoke Wealth bought 104 Alerian MLP Index ETNs due January 28 2044 shares in Q1 2026, an estimated $3.46K.
Alerian MLP Index ETNs due January 28 2044 made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #320 holding.
Evoke Wealth first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q3 2024 and has held it in 7 quarters since.
70 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.