Wagner Wealth Management (South Carolina)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Wagner Wealth Management (South Carolina)’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	-130	Closed	-$3.7K	–	274
2024 Q1	$3.7K	Hold	130	–	–	﹤0.01%	226
2023 Q4	$3.3K	Hold	130	–	–	﹤0.01%	215
2023 Q3	$3.21K	Sell	130 -67	-34%	-$1.6K	﹤0.01%	192
2023 Q2	$4.51K	Buy	+197	New	+$4.43K	﹤0.01%	191

Other funds holding AMJ

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s AMJ Position: Q2 2024 in Review

Wagner Wealth Management (South Carolina) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 130 shares — an estimated $3.7K sold.

Wagner Wealth Management (South Carolina) first reported a position in AMJ in Q2 2023 and held it in 4 quarters. The position peaked at $4.51K in Q2 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

Wagner Wealth Management (South Carolina) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 130 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $3.7K.
Wagner Wealth Management (South Carolina) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2023 and held it in 4 quarters.
Wagner Wealth Management (South Carolina)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.51K in Q2 2023.
2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2024, filed 18 Jul 2024.