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

Key Financial Inc’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	-444	Closed	-$12.7K	–	1377
2024 Q1	$12.7K	Hold	444	–	–	﹤0.01%	697
2023 Q4	$11.3K	Hold	444	–	–	﹤0.01%	709
2023 Q3	$11K	Hold	444	–	–	﹤0.01%	688
2023 Q2	$10.2K	Hold	444	–	–	﹤0.01%	717
2023 Q1	$9.85K	Hold	444	–	–	﹤0.01%	683
2022 Q4	$8.91K	Hold	444	–	–	﹤0.01%	654
2022 Q3	$9K	Hold	444	–	–	﹤0.01%	669
2022 Q2	$9K	Buy	+444	New	+$9.35K	﹤0.01%	668

Other funds holding AMJ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Key Financial Inc's AMJ Position: Q2 2024 in Review

Key Financial Inc sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 444 shares — an estimated $12.7K sold.

Key Financial Inc first reported a position in AMJ in Q2 2022 and held it in 8 quarters. The position peaked at $12.7K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

Key Financial Inc reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
Key Financial Inc sold 444 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $12.7K.
Key Financial Inc first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2022 and held it in 8 quarters.
Key Financial Inc's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $12.7K 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 Key Financial Inc's 13F filing for Q2 2024, filed 30 Jul 2024.