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Tyler-Stone Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Tyler-Stone Wealth 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
2024
Q2 		– Sell
-2,218
Closed -$63.2K – 1014
2024
Q1 		$63.2K Sell
2,218
-1,158
-34% -$31.1K 0.03% 337
2023
Q4 		$85.6K Hold
3,376
– – 0.04% 282
2023
Q3 		$83K Sell
3,376
-200
-6% -$4.79K 0.05% 272
2023
Q2 		$82K Buy
+3,576
New +$80.4K 0.05% 274
2022
Q4 		$78K Sell
3,576
-487
-12% -$10.7K 0.05% 266
2022
Q3 		$82K Buy
4,063
+213
+6% +$4.46K 0.06% 241
2022
Q2 		$73K Buy
3,850
+12
+0.3% +$253 0.05% 274
2022
Q1 		$80K Buy
3,838
+11
+0.3% +$221 0.04% 284
2021
Q4 		$68K Buy
+3,827
New +$70.8K 0.04% 316

Other funds holding AMJ

IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Tyler-Stone Wealth Management's AMJ Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 2,218 shares — an estimated $63.2K sold.

Tyler-Stone Wealth Management first reported a position in AMJ in Q4 2021 and held it in 9 quarters. The position peaked at $85.6K in Q4 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Tyler-Stone Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 2,218 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $63.2K.
  • Tyler-Stone Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2021 and held it in 9 quarters.
  • Tyler-Stone Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $85.6K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.