IHT Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

IHT Wealth Management’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 Q3	–	Sell	-22,100	Closed	-$434K	–	994
2021 Q2	$434K	Buy	22,100 +20	+0.1%	+$372	0.03%	572
2021 Q1	$366K	Buy	+22,080	New	+$351K	0.03%	560
2018 Q2	–	Sell	-3,000	Closed	-$71K	–	1436
2018 Q1	$71K	Hold	3,000	–	–	0.02%	582
2017 Q4	$87K	Sell	3,000 -860	-22%	-$23.3K	0.02%	528
2017 Q3	$110K	Buy	3,860 +14	+0.4%	+$403	0.05%	338
2017 Q2	$35	Buy	3,846 +3,014	+362%	+$92.6K	0.02%	621
2017 Q1	$27K	Buy	+832	New	+$27.2K	0.02%	570

Other funds holding AMJ

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

NAS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IHT Wealth Management's AMJ Position: Q3 2021 in Review

IHT Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2021, closing a stake of 22,100 shares — an estimated $434K sold.

IHT Wealth Management first reported a position in AMJ in Q1 2017 and held it in 7 quarters. The position peaked at $434K in Q2 2021. 181 funds tracked by Wall St. Rank hold AMJ as of Q3 2021.

IHT Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2021 after selling out during the quarter.
IHT Wealth Management sold 22,100 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2021, an estimated $434K.
IHT Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2017 and held it in 7 quarters.
IHT Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $434K in Q2 2021.
181 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.