United Capital Financial Advisors’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

United Capital Financial Advisors’s Portfolio AMJB Stock Details AMJB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.17M	Hold	92,000	–	–	0.02%	476
2026 Q1	$3.18M	Hold	92,000	–	–	0.02%	460
2025 Q4	$2.75M	Hold	92,000	–	–	0.02%	459
2025 Q3	$2.72M	Hold	92,000	–	–	0.02%	402
2025 Q2	$2.78M	Hold	92,000	–	–	0.02%	379
2025 Q1	$2.99M	Hold	92,000	–	–	0.03%	354
2024 Q4	$2.71M	Hold	92,000	–	–	0.02%	362
2024 Q3	$2.62M	Hold	92,000	–	–	0.02%	359
2024 Q2	$2.66M	Buy	+92,000	New	+$2.59M	0.02%	351

Other funds holding AMJB

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

Nicolet Bankshares Green Bay, Wisconsin $3.15B AUM 22.65% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

United Capital Financial Advisors's AMJB Position: Q2 2026 in Review

United Capital Financial Advisors held its Alerian MLP Index ETNs due January 28 2044 (AMJB) position steady in Q2 2026 at 92,000 shares worth $3.17M. The position accounts for 0.02% of the portfolio, ranked #476.

United Capital Financial Advisors first reported a position in AMJB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.18M in Q1 2026. 72 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

United Capital Financial Advisors held 92,000 shares of Alerian MLP Index ETNs due January 28 2044 worth $3.17M as of Q2 2026.
United Capital Financial Advisors left its Alerian MLP Index ETNs due January 28 2044 share count unchanged in Q2 2026.
Alerian MLP Index ETNs due January 28 2044 made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #476 holding.
United Capital Financial Advisors first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2024 and has held it in 9 quarters since.
United Capital Financial Advisors's Alerian MLP Index ETNs due January 28 2044 position peaked at $3.18M in Q1 2026.
72 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.