SFG
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Sage Financial Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sage Financial Group’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
2019
Q2 		– Hold
0
– – – 44
2019
Q1 		– Hold
0
– – – 38
2018
Q4 		– Hold
0
– – – 43
2018
Q3 		– Hold
0
– – – 21
2018
Q2 		– Hold
0
– – – 19
2018
Q1 		– Hold
0
– – – 18
2017
Q4 		– Hold
0
– – – 21
2017
Q3 		– Hold
0
– – – 2
2017
Q2 		– Hold
0
– – – 2
2017
Q1 		– Hold
0
– – – 2
2016
Q4 		– Hold
0
– – – 2
2016
Q3 		– Hold
0
– – – 2
2016
Q2 		– Hold
0
– – – 2
2016
Q1 		– Hold
0
– – – 2
2015
Q4 		– Hold
0
– – – 2
2015
Q3 		– Hold
0
– – – 2
2015
Q2 		– Hold
0
– – – 12

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Morgan Stanley
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CIBC Private Wealth Group
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CBU
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JP Morgan Private Wealth Advisors
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Evergreen Capital Management
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KeyBank National Association
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return