Sax Wealth Advisors

Sax Wealth Advisors’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Sax Wealth 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 Q3	$477K	Buy	+13,819	New	+$507K	0.01%	459

Other funds holding AMJB

My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return

Value Investment Professionals New York $115M AUM 13% 1-Year Est. Return

Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Covenant Asset Management Chester, New Jersey $746M AUM 30.08% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Activest Wealth Management Aventure, Florida $540M AUM 34.92% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Sax Wealth Advisors's AMJB Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Alerian MLP Index ETNs due January 28 2044 (AMJB) in Q3 2026: 13,819 shares worth $477K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings.

8 funds tracked by Wall St. Rank hold AMJB as of Q3 2026.

Sax Wealth Advisors held 13,819 shares of Alerian MLP Index ETNs due January 28 2044 worth $477K as of Q3 2026.
Alerian MLP Index ETNs due January 28 2044 was a new Sax Wealth Advisors position in Q3 2026.
Alerian MLP Index ETNs due January 28 2044 made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #459 holding.
8 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.