SWP
AMJ

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

Stratos Wealth Partners’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
2023
Q4 		– Sell
-16,532
Closed -$408K – 1431
2023
Q3 		$408K Hold
16,532
– – 0.01% 897
2023
Q2 		$379K Hold
16,532
– – 0.01% 866
2023
Q1 		$367K Sell
16,532
-636
-4% -$14.4K 0.01% 798
2022
Q4 		$373K Sell
17,168
-4,901
-22% -$108K 0.01% 820
2022
Q3 		$443K Sell
22,069
-474
-2% -$9.92K 0.01% 734
2022
Q2 		$427K Hold
22,543
– – 0.01% 793
2022
Q1 		$471K Hold
22,543
– – 0.01% 832
2021
Q4 		$401K Hold
22,543
– – 0.01% 897
2021
Q3 		$410K Sell
22,543
-4,523
-17% -$82.1K 0.01% 826
2021
Q2 		$532K Hold
27,066
– – 0.01% 746
2021
Q1 		$449K Hold
27,066
– – 0.01% 745
2020
Q4 		$376K Buy
+27,066
New +$352K 0.01% 767
2020
Q1 		– Sell
-34,478
Closed -$752K – 1057
2019
Q4 		$752K Buy
34,478
+3,276
+10% +$70.5K 0.03% 472
2019
Q3 		$726K Buy
31,202
+519
+2% +$12.5K 0.03% 468
2019
Q2 		$770K Sell
30,683
-16,903
-36% -$426K 0.03% 439
2019
Q1 		$1.21M Buy
47,586
+29,467
+163% +$736K 0.05% 316
2018
Q4 		$404K Sell
18,119
-264,642
-94% -$6.69M 0.02% 572
2018
Q3 		$7.76M Buy
282,761
+855
+0.3% +$23.9K 0.35% 56
2018
Q2 		$7.49M Buy
281,906
+6,757
+2% +$177K 0.33% 60
2018
Q1 		$6.6M Buy
275,149
+75,862
+38% +$2.08M 0.28% 71
2017
Q4 		$5.47M Buy
+199,287
New +$5.41M 0.25% 81
2016
Q2 		– Sell
-167,122
Closed -$4.53M – 673
2016
Q1 		$4.53M Buy
167,122
+7,839
+5% +$198K 0.39% 49
2015
Q4 		$4.61M Buy
+159,283
New +$4.89M 0.38% 49
2015
Q2 		– Sell
-5,545
Closed -$238K – 622
2015
Q1 		$238K Sell
5,545
-4,266
-43% -$188K 0.03% 492
2014
Q4 		$451K Sell
9,811
-9,294
-49% -$455K 0.08% 266
2014
Q3 		$1.01M Buy
19,105
+13,193
+223% +$691K 0.24% 97
2014
Q2 		$310K Buy
+5,912
New +$291K 0.1% 225

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Stratos Wealth Partners's AMJ Position: Q4 2023 in Review

Stratos Wealth Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2023, closing a stake of 16,532 shares — an estimated $408K sold.

Stratos Wealth Partners first reported a position in AMJ in Q2 2014 and held it in 27 quarters. The position peaked at $7.76M in Q3 2018. 187 funds tracked by Wall St. Rank hold AMJ as of Q4 2023.

  • Stratos Wealth Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2023 after selling out during the quarter.
  • Stratos Wealth Partners sold 16,532 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2023, an estimated $408K.
  • Stratos Wealth Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and held it in 27 quarters.
  • Stratos Wealth Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.76M in Q3 2018.
  • 187 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.