Spire Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-101	Closed	-$2K	–	2681
2022 Q2	$2K	Hold	101	–	–	﹤0.01%	2421
2022 Q1	$2K	Sell	101 -270	-73%	-$5.42K	﹤0.01%	2431
2021 Q4	$7K	Buy	371 +13	+4%	+$241	﹤0.01%	2503
2021 Q3	$7K	Sell	358 -187	-34%	-$3.39K	﹤0.01%	2217
2021 Q2	$11K	Sell	545 -663	-55%	-$12.3K	﹤0.01%	2093
2021 Q1	$20K	Buy	+1,208	New	+$19.2K	﹤0.01%	2157

Other funds holding AMJ

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

OPCM

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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Spire Wealth Management's AMJ Position: Q3 2022 in Review

Spire Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 101 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in AMJ in Q1 2021 and held it in 6 quarters. The position peaked at $20K in Q1 2021. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

Spire Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 101 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $2K.
Spire Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $20K in Q1 2021.
168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.