Smallwood Wealth Investment Management’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Smallwood Wealth Investment Management’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 Q2	$3.22M	Buy	93,326 +1,424	+2%	+$49.8K	1.41%	15
2026 Q1	$3.18M	Sell	91,902 -178	-0.2%	-$5.93K	1.67%	14
2025 Q4	$2.75M	Sell	92,080 -2,821	-3%	-$83.8K	1.44%	14
2025 Q3	$2.8M	Buy	94,901 +4,782	+5%	+$145K	1.43%	14
2025 Q2	$2.73M	Buy	90,119 +2,455	+3%	+$73.9K	1.56%	13
2025 Q1	$2.85M	Buy	87,664 +1,895	+2%	+$60.7K	1.79%	11
2024 Q4	$2.53M	Buy	85,769 +22,568	+36%	+$663K	1.73%	12
2024 Q3	$1.8M	Buy	63,201 +1,167	+2%	+$33.4K	1.28%	15
2024 Q2	$1.8M	Buy	+62,034	New	+$1.75M	1.39%	14

Other funds holding AMJB

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $123M AUM

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Waystone Advisors Redmond, Washington $134M AUM

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Smallwood Wealth Investment Management's AMJB Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 1.5% in Q2 2026, buying an estimated $49.8K and bringing the position to 93,326 shares worth $3.22M. The position accounts for 1.41% of the portfolio, ranked #15.

Smallwood Wealth Investment Management first reported a position in AMJB in Q2 2024 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

Smallwood Wealth Investment Management held 93,326 shares of Alerian MLP Index ETNs due January 28 2044 worth $3.22M as of Q2 2026.
Smallwood Wealth Investment Management bought 1,424 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2026, an estimated $49.8K.
Alerian MLP Index ETNs due January 28 2044 made up 1.41% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #15 holding.
Smallwood Wealth Investment Management first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and has held it in 9 quarters since.
12 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.