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

Optimum Investment 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
2022 Q4	–	Sell	-375	Closed	-$8K	–	847
2022 Q3	$8K	Hold	375	–	–	﹤0.01%	611
2022 Q2	$7K	Hold	375	–	–	﹤0.01%	646
2022 Q1	$8K	Hold	375	–	–	﹤0.01%	680
2021 Q4	$7K	Sell	375 -1,060	-74%	-$19.6K	﹤0.01%	713
2021 Q3	$26K	Hold	1,435	–	–	0.01%	558
2021 Q2	$28K	Sell	1,435 -400	-22%	-$7.45K	0.01%	615
2021 Q1	$30K	Hold	1,835	–	–	0.01%	604
2020 Q4	$25K	Sell	1,835 -130	-7%	-$1.69K	0.01%	598
2020 Q3	$21K	Hold	1,965	–	–	0.01%	604
2020 Q2	$26K	Sell	1,965 -375	-16%	-$4.94K	0.01%	559
2020 Q1	$21K	Hold	2,340	–	–	0.01%	566
2019 Q4	$51K	Hold	2,340	–	–	0.02%	515
2019 Q3	$54K	Hold	2,340	–	–	0.02%	504
2019 Q2	$59K	Hold	2,340	–	–	0.02%	476
2019 Q1	$60K	Hold	2,340	–	–	0.02%	473
2018 Q4	$52K	Hold	2,340	–	–	0.02%	470
2018 Q3	$64K	Hold	2,340	–	–	0.02%	489
2018 Q2	$62K	Sell	2,340 -500	-18%	-$13.1K	0.02%	494
2018 Q1	$68K	Buy	+2,840	New	+$77.8K	0.02%	476
2015 Q1	$182K	Hold	4,260	–	–	0.06%	302
2014 Q4	$196K	Buy	4,260 +170	+4%	+$8.31K	0.06%	266
2014 Q3	$217K	Hold	4,090	–	–	0.07%	242
2014 Q2	$214K	Hold	4,090	–	–	0.07%	247
2014 Q1	$190K	Hold	4,090	–	–	0.07%	230
2013 Q4	$190K	Hold	4,090	–	–	0.07%	226
2013 Q3	$182K	Buy	+4,090	New	+$188K	0.07%	215

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ECM

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

Optimum Investment Advisors's AMJ Position: Q4 2022 in Review

Optimum Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2022, closing a stake of 375 shares — an estimated $8K sold.

Optimum Investment Advisors first reported a position in AMJ in Q3 2013 and held it in 26 quarters. The position peaked at $217K in Q3 2014. 182 funds tracked by Wall St. Rank hold AMJ as of Q4 2022.

Optimum Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2022 after selling out during the quarter.
Optimum Investment Advisors sold 375 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2022, an estimated $8K.
Optimum Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 26 quarters.
Optimum Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $217K in Q3 2014.
182 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.