PAM
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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 $1.47T 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 $13.3B AUM 18.56% 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 $376B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return