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

Turtle Creek 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	-109,137	Closed	-$3.11M	–	220
2024 Q1	$3.11M	Buy	109,137 +78,013	+251%	+$2.1M	0.76%	50
2023 Q4	$789K	Buy	+31,124	New	+$782K	0.23%	75

Other funds holding AMJ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Turtle Creek Wealth Advisors's AMJ Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 109,137 shares — an estimated $3.11M sold.

Turtle Creek Wealth Advisors first reported a position in AMJ in Q4 2023 and held it in 2 quarters. The position peaked at $3.11M in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

Turtle Creek 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.
Turtle Creek Wealth Advisors sold 109,137 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $3.11M.
Turtle Creek Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2023 and held it in 2 quarters.
Turtle Creek Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.11M in Q1 2024.
2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.