TCM
AMJ

Tuttle Capital Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Tuttle Capital Management’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
2020
Q2 		– Sell
-38,525
Closed -$348K – 156
2020
Q1 		$348K Sell
38,525
-17,675
-31% -$309K 0.19% 57
2019
Q4 		$1.23M Buy
+56,200
New +$1.21M 0.46% 54
2019
Q2 		– Sell
-146,995
Closed -$3.79M – 199
2019
Q1 		$3.79M Sell
146,995
-29,689
-17% -$741K 0.76% 31
2018
Q4 		$3.94M Buy
176,684
+28,759
+19% +$727K 1.49% 22
2018
Q3 		$4.06M Buy
+147,925
New +$4.13M 0.77% 43
2017
Q1 		– Sell
-11,623
Closed -$367K – 70
2016
Q4 		$367K Buy
+11,623
New +$355K 0.37% 33

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BJL
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CIBC Private Wealth Group
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Mariner
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ECM
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Creative Planning
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AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return