Wealth Enhancement Advisory Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
– Sell
-21,025
Closed -$599K – 2725
2024
Q1
$599K Sell
21,025
-5,145
-20% -$138K ﹤0.01% 1475
2023
Q4
$664K Buy
26,170
+1,027
+4% +$25.8K ﹤0.01% 1346
2023
Q3
$621K Buy
+25,143
New +$602K ﹤0.01% 1312

Other funds holding AMJ

Wealth Enhancement Advisory Services's AMJ Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2024, closing a stake of 21,025 shares — an estimated $599K sold.

Wealth Enhancement Advisory Services first reported a position in AMJ in Q3 2023 and held it in 3 quarters. The position peaked at $664K in Q4 2023. 2 funds tracked by Wall St. Rank hold AMJ as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 21,025 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2024, an estimated $599K.
  • Wealth Enhancement Advisory Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $664K in Q4 2023.
  • 2 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.