RIA
AMJ

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

Regal 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
2024
Q2 		– Sell
-28,331
Closed -$807K – 615
2024
Q1 		$807K Sell
28,331
-23,544
-45% -$633K 0.06% 277
2023
Q4 		$1.32M Sell
51,875
-600
-1% -$15.1K 0.1% 196
2023
Q3 		$1.3M Sell
52,475
-64
-0.1% -$1.53K 0.11% 185
2023
Q2 		$1.2M Sell
52,539
-2,072
-4% -$46.6K 0.1% 192
2023
Q1 		$1.21M Sell
54,611
-20,220
-27% -$456K 0.11% 182
2022
Q4 		$1.63M Sell
74,831
-1,504
-2% -$33K 0.16% 142
2022
Q3 		$1.53M Buy
76,335
+1,260
+2% +$26.4K 0.16% 139
2022
Q2 		$1.42M Buy
75,075
+2,285
+3% +$48.1K 0.15% 143
2022
Q1 		$1.52M Sell
72,790
-4,284
-6% -$86K 0.14% 151
2021
Q4 		$1.37M Buy
77,074
+8,925
+13% +$165K 0.12% 178
2021
Q3 		$1.24M Sell
68,149
-3,826
-5% -$69.4K 0.12% 182
2021
Q2 		$1.41M Buy
+71,975
New +$1.34M 0.14% 151
2021
Q1 		– Sell
-81,121
Closed -$1.13M – 460
2020
Q4 		$1.13M Buy
+81,121
New +$1.06M 0.13% 163
2020
Q3 		– Sell
-100,782
Closed -$1.33M – 320
2020
Q2 		$1.33M Buy
+100,782
New +$1.33M 0.24% 103
2020
Q1 		– Sell
-68,091
Closed -$1.49M – 326
2019
Q4 		$1.49M Buy
68,091
+3,628
+6% +$78.1K 0.27% 115
2019
Q3 		$1.5M Buy
64,463
+3,913
+6% +$94.5K 0.29% 106
2019
Q2 		$1.52M Buy
60,550
+3,770
+7% +$95K 0.3% 106
2019
Q1 		$1.45M Buy
56,780
+1,454
+3% +$36.3K 0.29% 107
2018
Q4 		$1.24M Sell
55,326
-3,314
-6% -$83.8K 0.27% 107
2018
Q3 		$1.61M Buy
58,640
+24,742
+73% +$691K 0.34% 96
2018
Q2 		$901K Sell
33,898
-26,526
-44% -$694K 0.27% 115
2018
Q1 		$1.45M Buy
60,424
+19,673
+48% +$539K 0.32% 101
2017
Q4 		$1.12M Buy
40,751
+5,258
+15% +$143K 0.25% 112
2017
Q3 		$1M Buy
35,493
+2,217
+7% +$63.8K 0.23% 118
2017
Q2 		$988K Buy
33,276
+3,513
+12% +$108K 0.24% 114
2017
Q1 		$961K Sell
29,763
-9,279
-24% -$303K 0.25% 114
2016
Q4 		$1.23M Buy
39,042
+1,103
+3% +$33.7K 0.34% 96
2016
Q3 		$1.2M Sell
37,939
-1,759
-4% -$55.3K 0.34% 92
2016
Q2 		$1.26M Sell
39,698
-976
-2% -$29.1K 0.35% 92
2016
Q1 		$1.1M Buy
40,674
+3,271
+9% +$82.5K 0.3% 98
2015
Q4 		$1.08M Sell
37,403
-3,915
-9% -$120K 0.28% 103
2015
Q3 		$1.25M Sell
41,318
-4,107
-9% -$148K 0.33% 91
2015
Q2 		$1.8M Sell
45,425
-30,162
-40% -$1.31M 0.49% 73
2015
Q1 		$3.23M Buy
75,587
+4,149
+6% +$183K 0.8% 29
2014
Q4 		$3.28M Buy
71,438
+2,391
+3% +$117K 0.88% 22
2014
Q3 		$3.67M Buy
69,047
+24,825
+56% +$1.3M 1.11% 13
2014
Q2 		$2.32M Buy
44,222
+1,733
+4% +$85.4K 0.82% 37
2014
Q1 		$1.98M Buy
42,489
+3,654
+9% +$169K 0.84% 40
2013
Q4 		$1.8M Sell
38,835
-3,377
-8% -$152K 1.03% 17
2013
Q3 		$1.88M Sell
42,212
-2,028
-5% -$93.3K 1.1% 14
2013
Q2 		$2.06M Buy
+44,240
New +$2.05M 1.14% 18

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Regal Investment Advisors's AMJ Position: Q2 2024 in Review

Regal Investment Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 28,331 shares — an estimated $807K sold.

Regal Investment Advisors first reported a position in AMJ in Q2 2013 and held it in 41 quarters. The position peaked at $3.67M in Q3 2014. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Regal Investment Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 28,331 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $807K.
  • Regal Investment Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 41 quarters.
  • Regal Investment Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.67M in Q3 2014.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.