JFS Wealth Advisors’s Ardagh Metal Packaging AMBP Stock Holding History

JFS Wealth Advisors’s Portfolio AMBP Stock Details AMBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$114	Hold	24	–	–	﹤0.01%	2215
2026 Q1	$98	Sell	24 -94	-80%	-$417	﹤0.01%	1846
2025 Q4	$484	Buy	118 +116	+5,800%	+$440	﹤0.01%	1807
2025 Q3	$8	Hold	2	–	–	﹤0.01%	1898
2025 Q2	$9	Hold	2	–	–	﹤0.01%	1862
2025 Q1	$7	Sell	2 -9	-82%	-$25	﹤0.01%	1932
2024 Q4	$34	Sell	11 -25	-69%	-$90	﹤0.01%	1919
2024 Q3	$136	Buy	36 +1	+3%	+$4	﹤0.01%	1888
2024 Q2	$119	Hold	35	–	–	﹤0.01%	1923
2024 Q1	$121	Buy	35 +6	+21%	+$21	﹤0.01%	1933
2023 Q4	$112	Buy	+29	New	+$101	﹤0.01%	1949
2023 Q2	–	Sell	-2	Closed	-$9	–	1975
2023 Q1	$9	Buy	+2	New	+$10	﹤0.01%	1950
2022 Q4	–	Sell	-2	Closed	–	–	1947
2022 Q3	$0	Buy	+2	New	+$12	﹤0.01%	1721

Other funds holding AMBP

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Torren Management San Diego, California $197M AUM