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

Morling Financial Advisors’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
2023 Q2	–	Sell	-2,984	Closed	-$66.2K	–	86
2023 Q1	$66.2K	Hold	2,984	–	–	0.07%	63
2022 Q4	$64.9K	Hold	2,984	–	–	0.08%	63
2022 Q3	$60K	Hold	2,984	–	–	0.08%	57
2022 Q2	$57K	Hold	2,984	–	–	0.07%	61
2022 Q1	$62K	Hold	2,984	–	–	0.08%	69
2021 Q4	$53K	Buy	+2,984	New	+$55.2K	0.05%	68

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Morling Financial Advisors's AMJ Position: Q2 2023 in Review

Morling Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2023, closing a stake of 2,984 shares — an estimated $66.2K sold.

Morling Financial Advisors first reported a position in AMJ in Q4 2021 and held it in 6 quarters. The position peaked at $66.2K in Q1 2023. 172 funds tracked by Wall St. Rank hold AMJ as of Q2 2023.

Morling Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2023 after selling out during the quarter.
Morling Financial Advisors sold 2,984 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2023, an estimated $66.2K.
Morling Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 6 quarters.
Morling Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $66.2K in Q1 2023.
172 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2023.

Based on Morling Financial Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.