RIA
AMJ

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

Realta 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
2023
Q3 		– Sell
-600
Closed -$13.7K – 827
2023
Q2 		$13.7K Buy
+600
New +$13.5K ﹤0.01% 698
2023
Q1 		– Sell
-600
Closed -$13.1K – 862
2022
Q4 		$13.1K Hold
600
– – ﹤0.01% 688
2022
Q3 		$12K Buy
+600
New +$12.6K ﹤0.01% 678

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Realta Investment Advisors's AMJ Position: Q3 2023 in Review

Realta Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2023, closing a stake of 600 shares — an estimated $13.7K sold.

Realta Investment Advisors first reported a position in AMJ in Q3 2022 and held it in 3 quarters. The position peaked at $13.7K in Q2 2023. 178 funds tracked by Wall St. Rank hold AMJ as of Q3 2023.

  • Realta Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 600 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2023, an estimated $13.7K.
  • Realta Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2022 and held it in 3 quarters.
  • Realta Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $13.7K in Q2 2023.
  • 178 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.