VNA
AMJ

Valley National Advisers’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Valley National Advisers’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
-700
Closed -$19K – 1288
2024
Q1 		$19K Buy
700
+10
+1% +$269 ﹤0.01% 537
2023
Q4 		$17K Buy
+690
New +$17.3K ﹤0.01% 569

Other funds holding AMJ

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Valley National Advisers's AMJ Position: Q2 2024 in Review

Valley National Advisers sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 700 shares — an estimated $19K sold.

Valley National Advisers first reported a position in AMJ in Q4 2023 and held it in 2 quarters. The position peaked at $19K in Q1 2024. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Valley National Advisers reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Valley National Advisers sold 700 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $19K.
  • Valley National Advisers first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2023 and held it in 2 quarters.
  • Valley National Advisers's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $19K 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 Valley National Advisers's 13F filing for Q2 2024, filed 18 Jul 2024.