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

Waverly 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
Q1 		$12.2M Sell
353,743
-77,800
-18% -$2.59M 0.09% 220
2025
Q4 		$12.9M Sell
431,543
-76,897
-15% -$2.28M 0.1% 191
2025
Q3 		$15M Sell
508,440
-17,992
-3% -$546K 0.15% 133
2025
Q2 		$15.9M Sell
526,432
-8,888
-2% -$268K 0.17% 118
2025
Q1 		$17.4M Buy
+535,320
New +$17.2M 0.21% 99

Other funds holding AMJB

CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
NB
Nicolet Bankshares Green Bay, Wisconsin $2.71B AUM 17.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $247M AUM 16.55% 1-Year Est. Return