SWA
AMJ

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

Stratos Wealth Advisors’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
-21,008
Closed -$599K – 775
2024
Q1 		$599K Buy
21,008
+1,763
+9% +$47.4K 0.04% 424
2023
Q4 		$488K Sell
19,245
-10,396
-35% -$261K 0.03% 466
2023
Q3 		$732K Buy
+29,641
New +$709K 0.05% 365
2023
Q2 		– Sell
-23,256
Closed -$516K – 669
2023
Q1 		$516K Buy
23,256
+4,890
+27% +$110K 0.04% 414
2022
Q4 		$399K Buy
18,366
+2,325
+14% +$51K 0.03% 431
2022
Q3 		$322K Buy
16,041
+498
+3% +$10.4K 0.03% 412
2022
Q2 		$295K Buy
+15,543
New +$327K 0.03% 442
2021
Q4 		– Sell
-11,730
Closed -$213K – 573
2021
Q3 		$213K Sell
11,730
-3,477
-23% -$63.1K 0.02% 483
2021
Q2 		$299K Buy
+15,207
New +$283K 0.03% 446
2019
Q2 		– Sell
-24,379
Closed -$622K – 239
2019
Q1 		$622K Sell
24,379
-25,491
-51% -$637K 0.34% 81
2018
Q4 		$1.11M Buy
+49,870
New +$1.26M 0.74% 32

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Stratos Wealth Advisors's AMJ Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 21,008 shares — an estimated $599K sold.

Stratos Wealth Advisors first reported a position in AMJ in Q4 2018 and held it in 11 quarters. The position peaked at $1.11M in Q4 2018. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 21,008 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $599K.
  • Stratos Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 11 quarters.
  • Stratos Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.11M in Q4 2018.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.