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

Wellspring Financial 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 Q2	$1.28M	Hold	37,224	–	–	0.08%	86
2026 Q1	$1.29M	Sell	37,224 -476	-1%	-$15.9K	0.1%	84
2025 Q4	$1.13M	Hold	37,700	–	–	0.09%	78
2025 Q3	$1.11M	Hold	37,700	–	–	0.1%	61
2025 Q2	$1.14M	Buy	+37,700	New	+$1.14M	0.11%	62

Other funds holding AMJB

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

MPCL

My Personal CFO LLC Vancouver, Washington $256M AUM 22.12% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $123M AUM

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

Waystone Advisors Redmond, Washington $134M AUM

North Capital Salt Lake City, Utah $132M AUM 20.16% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

AWM

Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

Wellspring Financial Advisors's AMJB Position: Q2 2026 in Review

Wellspring Financial Advisors held its Alerian MLP Index ETNs due January 28 2044 (AMJB) position steady in Q2 2026 at 37,224 shares worth $1.28M. The position accounts for 0.08% of the portfolio, ranked #86.

Wellspring Financial Advisors first reported a position in AMJB in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2026. 12 funds tracked by Wall St. Rank hold AMJB as of Q2 2026.

Wellspring Financial Advisors held 37,224 shares of Alerian MLP Index ETNs due January 28 2044 worth $1.28M as of Q2 2026.
Wellspring Financial Advisors left its Alerian MLP Index ETNs due January 28 2044 share count unchanged in Q2 2026.
Alerian MLP Index ETNs due January 28 2044 made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #86 holding.
Wellspring Financial Advisors first reported a position in Alerian MLP Index ETNs due January 28 2044 in Q2 2025 and has held it in 5 quarters since.
Wellspring Financial Advisors's Alerian MLP Index ETNs due January 28 2044 position peaked at $1.29M in Q1 2026.
12 funds tracked by Wall St. Rank held Alerian MLP Index ETNs due January 28 2044 as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.