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

TFO 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 Q1	–	Sell	-454	Closed	-$60.9K	–	934
2022 Q4	$60.9K	Sell	454 -146	-24%	-$3.21K	0.01%	52
2022 Q3	$12K	Hold	600	–	–	﹤0.01%	84
2022 Q2	$11K	Hold	600	–	–	﹤0.01%	122
2022 Q1	$13K	Sell	600 -170	-22%	-$3.41K	﹤0.01%	94
2021 Q4	$13K	Hold	770	–	–	﹤0.01%	87
2021 Q3	$14K	Hold	770	–	–	﹤0.01%	85
2021 Q2	$15K	Sell	770 -375	-33%	-$6.98K	﹤0.01%	57
2021 Q1	$19K	Hold	1,145	–	–	0.01%	112
2020 Q4	$16K	Sell	1,145 -1,401	-55%	-$18.2K	0.01%	66
2020 Q3	$27K	Hold	2,546	–	–	0.01%	59
2020 Q2	$34K	Hold	2,546	–	–	0.01%	58
2020 Q1	$22K	Buy	2,546 +375	+17%	+$6.55K	0.01%	77
2019 Q4	$47K	Buy	+2,171	New	+$46.7K	0.04%	65

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

TFO Wealth Partners's AMJ Position: Q1 2023 in Review

TFO Wealth Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2023, closing a stake of 454 shares — an estimated $60.9K sold.

TFO Wealth Partners first reported a position in AMJ in Q4 2019 and held it in 13 quarters. The position peaked at $60.9K in Q4 2022. 174 funds tracked by Wall St. Rank hold AMJ as of Q1 2023.

TFO Wealth Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 454 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2023, an estimated $60.9K.
TFO Wealth Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 13 quarters.
TFO Wealth Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $60.9K in Q4 2022.
174 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.