Regal Investment Advisors’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Regal Investment Advisors’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
2026 Q1	$1.2M	Buy	34,838 +484	+1%	+$16.1K	0.07%	255
2025 Q4	$1.03M	Sell	34,354 -2,790	-8%	-$82.9K	0.06%	274
2025 Q3	$1.1M	Buy	37,144 +44	+0.1%	+$1.33K	0.07%	248
2025 Q2	$1.12M	Sell	37,100 -630	-2%	-$19K	0.08%	216
2025 Q1	$1.23M	Sell	37,730 -5,057	-12%	-$162K	0.1%	196
2024 Q4	$1.26M	Sell	42,787 -3,275	-7%	-$96.3K	0.09%	205
2024 Q3	$1.31M	Sell	46,062 -2,188	-5%	-$62.7K	0.09%	214
2024 Q2	$1.4M	Buy	+48,250	New	+$1.36M	0.09%	214

Other funds holding AMJB

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Regal Investment Advisors's AMJB Position: Q1 2026 in Review

Regal Investment Advisors increased its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 1.4% in Q1 2026, buying an estimated $16.1K and bringing the position to 34,838 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #255.

Regal Investment Advisors first reported a position in AMJB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.4M in Q2 2024. 70 funds tracked by Wall St. Rank hold AMJB as of Q1 2026.

Regal Investment Advisors held 34,838 shares of Alerian MLP Index ETNs due January 28 2044 worth $1.2M as of Q1 2026.
Regal Investment Advisors bought 484 Alerian MLP Index ETNs due January 28 2044 shares in Q1 2026, an estimated $16.1K.
Alerian MLP Index ETNs due January 28 2044 made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #255 holding.
Regal Investment Advisors first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and has held it in 8 quarters since.
Regal Investment Advisors's Alerian MLP Index ETNs due January 28 2044 position peaked at $1.4M in Q2 2024.
70 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.