IAA
AMJ

Independent Advisor Alliance’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Independent Advisor Alliance’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
-12,613
Closed -$359K – 759
2024
Q1 		$359K Sell
12,613
-129
-1% -$3.47K 0.01% 527
2023
Q4 		$323K Buy
12,742
+2,146
+20% +$53.9K 0.01% 535
2023
Q3 		$262K Buy
+10,596
New +$254K 0.01% 550

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

Independent Advisor Alliance's AMJ Position: Q2 2024 in Review

Independent Advisor Alliance sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 12,613 shares — an estimated $359K sold.

Independent Advisor Alliance first reported a position in AMJ in Q3 2023 and held it in 3 quarters. The position peaked at $359K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Independent Advisor Alliance reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 12,613 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $359K.
  • Independent Advisor Alliance first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2023 and held it in 3 quarters.
  • Independent Advisor Alliance's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $359K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.