MPCL
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My Personal CFO LLC’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

My Personal CFO LLC’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
2026
Q2 		$2.14M Sell
62,084
-40
-0.1% -$1.4K 0.84% 35
2026
Q1 		$2.15M Hold
62,124
– – 0.94% 29
2025
Q4 		$1.86M Buy
+62,124
New +$1.85M 0.78% 33

Other funds holding AMJB

CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

My Personal CFO LLC's AMJB Position: Q2 2026 in Review

My Personal CFO LLC reduced its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 0.06% in Q2 2026, selling an estimated $1.4K and leaving 62,084 shares worth $2.14M. The position accounts for 0.84% of the portfolio, ranked #35.

My Personal CFO LLC first reported a position in AMJB in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15M in Q1 2026. 72 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

  • My Personal CFO LLC held 62,084 shares of Alerian MLP Index ETNs due January 28 2044 worth $2.14M as of Q2 2026.
  • My Personal CFO LLC sold 40 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2026, an estimated $1.4K.
  • Alerian MLP Index ETNs due January 28 2044 made up 0.84% of My Personal CFO LLC's portfolio in Q2 2026, its #35 holding.
  • My Personal CFO LLC first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q4 2025 and has held it in 3 quarters since.
  • My Personal CFO LLC's Alerian MLP Index ETNs due January 28 2044 position peaked at $2.15M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.