KFA
AMJ

Kays Financial Advisory’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Kays Financial Advisory’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
2020
Q3 		$356K Sell
33,052
-2,740
-8% -$34.4K 0.06% 71
2020
Q2 		$472K Sell
35,792
-28,615
-44% -$377K 0.08% 65
2020
Q1 		$582K Buy
64,407
+26,704
+71% +$466K 0.12% 61
2019
Q4 		$822K Buy
37,703
+17,916
+91% +$386K 0.15% 59
2019
Q3 		$460K Buy
19,787
+2,736
+16% +$66.1K 0.08% 78
2019
Q2 		$428K Buy
17,051
+1,043
+7% +$26.3K 0.08% 79
2019
Q1 		$408K Buy
16,008
+2,077
+15% +$51.9K 0.08% 77
2018
Q4 		$311K Buy
13,931
+870
+7% +$22K 0.07% 86
2018
Q3 		$359K Buy
13,061
+2,616
+25% +$73K 0.08% 71
2018
Q2 		$278K Sell
10,445
-400
-4% -$10.5K 0.06% 72
2018
Q1 		$260K Sell
10,845
-1,601
-13% -$43.9K 0.06% 68
2017
Q4 		$341K Buy
+12,446
New +$338K 0.1% 67

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return