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

Guidance Point 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
2021 Q4	–	Sell	-6,427	Closed	-$115K	–	429
2021 Q3	$115K	Buy	+6,427	New	+$117K	0.04%	108
2019 Q2	–	Sell	-7,857	Closed	-$200K	–	62
2019 Q1	$200K	Sell	7,857 -5,730	-42%	-$143K	0.12%	62
2018 Q4	$185K	Buy	+13,587	New	+$344K	0.12%	62

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Guidance Point Advisors's AMJ Position: Q4 2021 in Review

Guidance Point Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2021, closing a stake of 6,427 shares — an estimated $115K sold.

Guidance Point Advisors first reported a position in AMJ in Q4 2018 and held it in 3 quarters. The position peaked at $200K in Q1 2019. 191 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

Guidance Point Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 6,427 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $115K.
Guidance Point Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 3 quarters.
Guidance Point Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $200K in Q1 2019.
191 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.