VestGen Advisors’s Alerian MLP Index ETNs due January 28 2044 AMJB Stock Holding History

VestGen 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
2025 Q4	–	Sell	-13,758	Closed	-$406K	–	849
2025 Q3	$406K	Buy	13,758 +533	+4%	+$16.2K	0.01%	524
2025 Q2	$400K	Hold	13,225	–	–	0.02%	454
2025 Q1	$430K	Buy	+13,225	New	+$424K	0.02%	405

Other funds holding AMJB

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

VestGen Advisors's AMJB Position: Q4 2025 in Review

VestGen Advisors sold out of Alerian MLP Index ETNs due January 28 2044 (AMJB) in Q4 2025, closing a stake of 13,758 shares — an estimated $406K sold.

VestGen Advisors first reported a position in AMJB in Q1 2025 and held it in 3 quarters. The position peaked at $430K in Q1 2025. 68 funds tracked by Wall St. Rank hold AMJB as of Q4 2025.

VestGen Advisors reported no remaining Alerian MLP Index ETNs due January 28 2044 position as of Q4 2025 after selling out during the quarter.
VestGen Advisors sold 13,758 Alerian MLP Index ETNs due January 28 2044 shares in Q4 2025, an estimated $406K.
VestGen Advisors first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q1 2025 and held it in 3 quarters.
VestGen Advisors's Alerian MLP Index ETNs due January 28 2044 position peaked at $430K in Q1 2025.
68 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.