FGA
AMJ

Fortis Group Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Fortis Group Advisors’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
-453
Closed -$12.9K – 537
2024
Q1 		$12.9K Sell
453
-453
-50% -$12.2K ﹤0.01% 298
2023
Q4 		$23K Buy
906
+453
+100% +$11.4K 0.01% 225
2023
Q3 		$11.2K Buy
+453
New +$10.8K ﹤0.01% 216
2020
Q3 		$4K Buy
+453
New +$5.69K ﹤0.01% 361

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

Fortis Group Advisors's AMJ Position: Q2 2024 in Review

Fortis Group Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 453 shares — an estimated $12.9K sold.

Fortis Group Advisors first reported a position in AMJ in Q3 2020 and held it in 4 quarters. The position peaked at $23K in Q4 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Fortis Group Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 453 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $12.9K.
  • Fortis Group Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2020 and held it in 4 quarters.
  • Fortis Group Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $23K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Fortis Group Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.