SIS
AMJ

Sound Income Strategies’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sound Income Strategies’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
-2,241
Closed -$63.8K – 1503
2024
Q1 		$63.8K Sell
2,241
-1,213
-35% -$32.6K ﹤0.01% 380
2023
Q4 		$87.6K Buy
+3,454
New +$86.7K 0.01% 308
2020
Q4 		– Sell
-43
Closed – – 966
2020
Q3 		$0 Hold
43
– – ﹤0.01% 956
2020
Q2 		$1K Hold
43
– – ﹤0.01% 754
2020
Q1 		$0 Hold
43
– – ﹤0.01% 903
2019
Q4 		$1K Hold
43
– – ﹤0.01% 682
2019
Q3 		$1K Hold
43
– – ﹤0.01% 644
2019
Q2 		$1K Hold
43
– – ﹤0.01% 643
2019
Q1 		$1K Hold
43
– – ﹤0.01% 648
2018
Q4 		$1K Sell
43
-60
-58% -$1.52K ﹤0.01% 642
2018
Q3 		$3K Sell
103
-5
-5% -$140 ﹤0.01% 523
2018
Q2 		$3K Buy
108
+5
+5% +$131 ﹤0.01% 485
2018
Q1 		$2K Sell
103
-70
-40% -$1.92K ﹤0.01% 495
2017
Q4 		$5K Buy
+173
New +$4.7K ﹤0.01% 331

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

Sound Income Strategies's AMJ Position: Q2 2024 in Review

Sound Income Strategies sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 2,241 shares — an estimated $63.8K sold.

Sound Income Strategies first reported a position in AMJ in Q4 2017 and held it in 14 quarters. The position peaked at $87.6K in Q4 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Sound Income Strategies reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 2,241 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $63.8K.
  • Sound Income Strategies first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 14 quarters.
  • Sound Income Strategies's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $87.6K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.