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

Tectonic 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
2023 Q1	–	Sell	-3,798	Closed	-$82.6K	–	275
2022 Q4	$82.6K	Hold	3,798	–	–	0.01%	241
2022 Q3	$76K	Hold	3,798	–	–	0.01%	192
2022 Q2	$72K	Hold	3,798	–	–	0.01%	196
2022 Q1	$79K	Hold	3,798	–	–	0.01%	199
2021 Q4	$68K	Sell	3,798 -8,577	-69%	-$159K	0.01%	197
2021 Q3	$225K	Sell	12,375 -7,910	-39%	-$144K	0.04%	174
2021 Q2	$399K	Sell	20,285 -280	-1%	-$5.21K	0.08%	121
2021 Q1	$342K	Sell	20,565 -2,915	-12%	-$46.3K	0.09%	124
2020 Q4	$327K	Buy	+23,480	New	+$305K	0.09%	122

Other funds holding AMJ

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

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

BJL

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

NAS

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

ECM

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

OPCM

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

Tectonic Advisors's AMJ Position: Q1 2023 in Review

Tectonic Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2023, closing a stake of 3,798 shares — an estimated $82.6K sold.

Tectonic Advisors first reported a position in AMJ in Q4 2020 and held it in 9 quarters. The position peaked at $399K in Q2 2021. 174 funds tracked by Wall St. Rank hold AMJ as of Q1 2023.

Tectonic Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2023 after selling out during the quarter.
Tectonic Advisors sold 3,798 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2023, an estimated $82.6K.
Tectonic Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2020 and held it in 9 quarters.
Tectonic Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $399K in Q2 2021.
174 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2023.

Based on Tectonic Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.