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MeadowBrook Investment Advisors’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

MeadowBrook Investment Advisors’s Portfolio AMJB Stock Details AMJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,960
Closed -$180K – 234
2025
Q2 		$180K Buy
5,960
+1,120
+23% +$33.7K 0.16% 117
2025
Q1 		$157K Sell
4,840
-1,518
-24% -$48.6K 0.15% 126
2024
Q4 		$188K Sell
6,358
-2,065
-25% -$60.7K 0.17% 116
2024
Q3 		$240K Buy
8,423
+5,188
+160% +$149K 0.22% 94
2024
Q2 		$93.6K Buy
+3,235
New +$91.2K 0.09% 141

Other funds holding AMJB

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MeadowBrook Investment Advisors's AMJB Position: Q3 2025 in Review

MeadowBrook Investment Advisors sold out of Alerian MLP Index ETNs due January 28 2044 (AMJB) in Q3 2025, closing a stake of 5,960 shares — an estimated $180K sold.

MeadowBrook Investment Advisors first reported a position in AMJB in Q2 2024 and held it in 5 quarters. The position peaked at $240K in Q3 2024. 57 funds tracked by Wall St. Rank hold AMJB as of Q3 2025.

  • MeadowBrook Investment Advisors reported no remaining Alerian MLP Index ETNs due January 28 2044 position as of Q3 2025 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 5,960 Alerian MLP Index ETNs due January 28 2044 shares in Q3 2025, an estimated $180K.
  • MeadowBrook Investment Advisors first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and held it in 5 quarters.
  • MeadowBrook Investment Advisors's Alerian MLP Index ETNs due January 28 2044 position peaked at $240K in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q3 2025.

Based on MeadowBrook Investment Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.