Steward Partners Investment Advisory’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

Steward Partners Investment Advisory’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	$630K	Sell	18,258 -56	-0.3%	-$1.96K	﹤0.01%	1573
2026 Q1	$633K	Sell	18,314 -1,292	-7%	-$43.1K	﹤0.01%	1397
2025 Q4	$586K	Sell	19,606 -3,417	-15%	-$102K	﹤0.01%	1332
2025 Q3	$680K	Buy	23,023 +963	+4%	+$29.2K	﹤0.01%	1230
2025 Q2	$668K	Buy	22,060 +6,743	+44%	+$203K	0.01%	1165
2025 Q1	$497K	Buy	15,317 +4,469	+41%	+$143K	﹤0.01%	1216
2024 Q4	$320K	Buy	10,848 +1,886	+21%	+$55.4K	﹤0.01%	1370
2024 Q3	$255K	Sell	8,962 -1,662	-16%	-$47.6K	﹤0.01%	1404
2024 Q2	$307K	Buy	+10,624	New	+$299K	﹤0.01%	1267

Other funds holding AMJB

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Steward Partners Investment Advisory's AMJB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Alerian MLP Index ETNs due January 28 2044 (AMJB) stake by 0.31% in Q2 2026, selling an estimated $1.96K and leaving 18,258 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Steward Partners Investment Advisory first reported a position in AMJB in Q2 2024 and has held it in 9 quarters since. The position peaked at $680K in Q3 2025. 73 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

Steward Partners Investment Advisory held 18,258 shares of Alerian MLP Index ETNs due January 28 2044 worth $630K as of Q2 2026.
Steward Partners Investment Advisory sold 56 Alerian MLP Index ETNs due January 28 2044 shares in Q2 2026, an estimated $1.96K.
Alerian MLP Index ETNs due January 28 2044 made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1573 holding.
Steward Partners Investment Advisory first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's Alerian MLP Index ETNs due January 28 2044 position peaked at $680K in Q3 2025.
73 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.