PFS
AMJ

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

Prospera Financial Services’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
Q3 		– Sell
-1,367
Closed -$26K – 1639
2022
Q2 		$26K Hold
1,367
– – ﹤0.01% 1164
2022
Q1 		$29K Buy
+1,367
New +$27.5K ﹤0.01% 1601
2020
Q4 		– Sell
-1,374
Closed -$15K – 1635
2020
Q3 		$15K Sell
1,374
-11,327
-89% -$142K 0.01% 994
2020
Q2 		$168K Sell
12,701
-1,423
-10% -$18.7K 0.01% 549
2020
Q1 		$128K Hold
14,124
– – 0.01% 490
2019
Q4 		$308K Buy
+14,124
New +$304K 0.02% 479
2019
Q3 		– Sell
-9,311
Closed -$238K – 571
2019
Q2 		$238K Buy
+9,311
New +$235K 0.03% 459
2018
Q4 		– Sell
-7,600
Closed -$207K – 448
2018
Q3 		$207K Buy
+7,600
New +$212K 0.04% 392
2017
Q3 		– Sell
-7,639
Closed -$227K – 452
2017
Q2 		$227K Buy
7,639
+1,097
+17% +$33.7K 0.04% 361
2017
Q1 		$211K Sell
6,542
-23
-0.4% -$751 0.04% 336
2016
Q4 		$208K Buy
+6,565
New +$200K 0.04% 347
2015
Q3 		– Sell
-5,917
Closed -$234K – 335
2015
Q2 		$234K Buy
5,917
+200
+3% +$8.69K 0.06% 241
2015
Q1 		$245K Buy
5,717
+600
+12% +$26.5K 0.05% 250
2014
Q4 		$235K Sell
5,117
-330
-6% -$16.1K 0.06% 244
2014
Q3 		$289K Sell
5,447
-703
-11% -$36.8K 0.08% 208
2014
Q2 		$322K Sell
6,150
-184
-3% -$9.06K 0.09% 188
2014
Q1 		$295K Sell
6,334
-193
-3% -$8.9K 0.09% 171
2013
Q4 		$303K Buy
6,527
+379
+6% +$17.1K 0.1% 163
2013
Q3 		$277K Hold
6,148
– – 0.11% 165
2013
Q2 		$295K Buy
+6,148
New +$285K 0.14% 156

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Prospera Financial Services's AMJ Position: Q3 2022 in Review

Prospera Financial Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 1,367 shares — an estimated $26K sold.

Prospera Financial Services first reported a position in AMJ in Q2 2013 and held it in 20 quarters. The position peaked at $322K in Q2 2014. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

  • Prospera Financial Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,367 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $26K.
  • Prospera Financial Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 20 quarters.
  • Prospera Financial Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $322K in Q2 2014.
  • 168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.