HGERS
AMJ

Householder Group Estate & Retirement Specialist’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,083
Closed -$30.9K – 1374
2024
Q1 		$30.9K Buy
1,083
+16
+1% +$430 0.01% 571
2023
Q4 		$27K Buy
1,067
+18
+2% +$452 0.01% 578
2023
Q3 		$25.9K Buy
+1,049
New +$25.1K 0.01% 578
2023
Q1 		$36K Sell
1,614
-2,040
-56% -$46.1K 0.01% 509
2022
Q4 		$79K Sell
3,654
-141
-4% -$3.1K 0.12% 87
2022
Q3 		$76K Buy
+3,795
New +$79.4K 0.03% 315

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

Householder Group Estate & Retirement Specialist's AMJ Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 1,083 shares — an estimated $30.9K sold.

Householder Group Estate & Retirement Specialist first reported a position in AMJ in Q3 2022 and held it in 6 quarters. The position peaked at $79K in Q4 2022. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,083 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $30.9K.
  • Householder Group Estate & Retirement Specialist first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $79K in Q4 2022.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.