J. Safra Asset Management’s Alerian MLP ETF AMLP Stock Holding History

J. Safra Asset Management’s Portfolio AMLP Stock Details AMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.45M	Buy	46,525 +1,950	+4%	+$99.3K	0.13%	51
2025 Q4	$2.1M	Buy	44,575 +6,634	+17%	+$311K	0.11%	60
2025 Q3	$1.78M	Buy	37,941 +18,933	+100%	+$915K	0.11%	51
2025 Q2	$929K	Buy	+19,008	New	+$922K	0.06%	61
2016 Q3	–	Sell	-2,831	Closed	-$180K	–	158
2016 Q2	$180K	Hold	2,831	–	–	0.29%	36
2016 Q1	$155K	Buy	+2,831	New	+$144K	0.13%	97

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AIM

Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

J. Safra Asset Management's AMLP Position: Q1 2026 in Review

J. Safra Asset Management increased its Alerian MLP ETF (AMLP) stake by 4.4% in Q1 2026, buying an estimated $99.3K and bringing the position to 46,525 shares worth $2.45M. The position accounts for 0.13% of the portfolio, ranked #51.

J. Safra Asset Management first reported a position in AMLP in Q1 2016 and has held it in 6 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

J. Safra Asset Management held 46,525 shares of Alerian MLP ETF worth $2.45M as of Q1 2026.
J. Safra Asset Management bought 1,950 Alerian MLP ETF shares in Q1 2026, an estimated $99.3K.
Alerian MLP ETF made up 0.13% of J. Safra Asset Management's portfolio in Q1 2026, its #51 holding.
J. Safra Asset Management first reported a position in Alerian MLP ETF in Q1 2016 and has held it in 6 quarters since.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.