PAM
AMJB icon

Peak Asset Management’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Peak Asset Management’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
Q2 		– Sell
-20,138
Closed -$654K – 153
2025
Q1 		$654K Sell
20,138
-4,136
-17% -$133K 0.12% 82
2024
Q4 		$716K Sell
24,274
-1,583
-6% -$46.5K 0.13% 80
2024
Q3 		$736K Sell
25,857
-432
-2% -$12.4K 0.14% 81
2024
Q2 		$761K Buy
+26,289
New +$741K 0.15% 79

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 $1.81T 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Peak Asset Management's AMJB Position: Q2 2025 in Review

Peak Asset Management sold out of Alerian MLP Index ETNs due January 28 2044 (AMJB) in Q2 2025, closing a stake of 20,138 shares — an estimated $654K sold.

Peak Asset Management first reported a position in AMJB in Q2 2024 and held it in 4 quarters. The position peaked at $761K in Q2 2024. 57 funds tracked by Wall St. Rank hold AMJB as of Q2 2025.

  • Peak Asset Management reported no remaining Alerian MLP Index ETNs due January 28 2044 position as of Q2 2025 after selling out during the quarter.
  • Peak Asset Management sold 20,138 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2025, an estimated $654K.
  • Peak Asset Management first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and held it in 4 quarters.
  • Peak Asset Management's Alerian MLP Index ETNs due January 28 2044 position peaked at $761K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2025.

Based on Peak Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.