Jaffetilchin Investment Partners’s Alerian MLP ETF AMLP Stock Holding History

Jaffetilchin Investment Partners’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	$3.7M	Buy	70,282 +7,751	+12%	+$395K	0.22%	82
2025 Q4	$2.94M	Buy	62,531 +1,097	+2%	+$51.4K	0.17%	94
2025 Q3	$2.88M	Buy	61,434 +243	+0.4%	+$11.8K	0.17%	92
2025 Q2	$2.99M	Buy	61,191 +1,619	+3%	+$78.5K	0.2%	86
2025 Q1	$3.09M	Sell	59,572 -5,470	-8%	-$281K	0.22%	76
2024 Q4	$3.13M	Buy	65,042 +3,195	+5%	+$154K	0.23%	73
2024 Q3	$2.91M	Sell	61,847 -3,504	-5%	-$166K	0.22%	73
2024 Q2	$3.14M	Buy	65,351 +2,476	+4%	+$116K	0.27%	62
2024 Q1	$2.98M	Buy	62,875 +48,391	+334%	+$2.17M	0.27%	65
2023 Q4	$616K	Sell	14,484 -1,611	-10%	-$68.3K	0.06%	190
2023 Q3	$679K	Buy	16,095 +1,541	+11%	+$63.2K	0.07%	158
2023 Q2	$571K	Sell	14,554 -6,739	-32%	-$261K	0.06%	183
2023 Q1	$823K	Buy	21,293 +3,580	+20%	+$140K	0.09%	143
2022 Q4	$674K	Buy	17,713 +1,552	+10%	+$61K	0.08%	165
2022 Q3	$591K	Sell	16,161 -4,003	-20%	-$152K	0.08%	155
2022 Q2	$695K	Sell	20,164 -5,733	-22%	-$220K	0.08%	157
2022 Q1	$938K	Sell	25,897 -11,583	-31%	-$426K	0.11%	123
2021 Q4	$1.23M	Sell	37,480 -491	-1%	-$16.6K	0.12%	123
2021 Q3	$1.27M	Sell	37,971 -341,043	-90%	-$11.4M	0.13%	108
2021 Q2	$13.8M	Buy	379,014 +47,560	+14%	+$1.63M	0.95%	19
2021 Q1	$10.1M	Buy	331,454 +301,154	+994%	+$8.79M	1.19%	16
2020 Q4	$777K	Buy	30,300 +15,497	+105%	+$372K	0.11%	126
2020 Q3	$296K	Sell	14,803 -8,683	-37%	-$201K	0.05%	189
2020 Q2	$580K	Buy	23,486 +20,053	+584%	+$491K	0.13%	99
2020 Q1	$59K	Buy	3,433 +82	+2%	+$2.78K	0.02%	152
2019 Q4	$142K	Buy	3,351 +126	+4%	+$5.29K	0.03%	222
2019 Q3	$147K	Sell	3,225 -9,773	-75%	-$462K	0.04%	212
2019 Q2	$640K	Buy	12,998 +147	+1%	+$7.27K	0.15%	102
2019 Q1	$644K	Buy	12,851 +6,141	+92%	+$301K	0.14%	122
2018 Q4	$293K	Buy	6,710 +3,730	+125%	+$183K	0.07%	190
2018 Q3	$159K	Buy	2,980 +54	+2%	+$2.91K	0.03%	295
2018 Q2	$148K	Buy	2,926 +58	+2%	+$2.94K	0.03%	290
2018 Q1	$134K	Buy	+2,868	New	+$153K	0.03%	313
2017 Q4	–	Sell	-2,760	Closed	-$155K	–	230
2017 Q3	$155K	Buy	+2,760	New	+$158K	0.04%	278
2017 Q2	–	Sell	-2,661	Closed	-$169K	–	223
2017 Q1	$169K	Buy	+2,661	New	+$171K	0.04%	250
2015 Q3	–	Sell	-3,567	Closed	-$278K	–	180
2015 Q2	$278K	Buy	3,567 +48	+1%	+$3.99K	0.08%	159
2015 Q1	$292K	Buy	3,519 +145	+4%	+$12.2K	0.09%	166
2014 Q4	$296K	Sell	3,374 -38	-1%	-$3.44K	0.1%	170
2014 Q3	$327K	Buy	3,412 +40	+1%	+$3.78K	0.12%	156
2014 Q2	$320K	Buy	3,372 +239	+8%	+$21.8K	0.11%	164
2014 Q1	$277K	Buy	+3,133	New	+$275K	0.11%	157

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

Jaffetilchin Investment Partners's AMLP Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Alerian MLP ETF (AMLP) stake by 12% in Q1 2026, buying an estimated $395K and bringing the position to 70,282 shares worth $3.7M. The position accounts for 0.22% of the portfolio, ranked #82.

Jaffetilchin Investment Partners first reported a position in AMLP in Q1 2014 and has held it in 41 quarters since. The position peaked at $13.8M in Q2 2021. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Jaffetilchin Investment Partners held 70,282 shares of Alerian MLP ETF worth $3.7M as of Q1 2026.
Jaffetilchin Investment Partners bought 7,751 Alerian MLP ETF shares in Q1 2026, an estimated $395K.
Alerian MLP ETF made up 0.22% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #82 holding.
Jaffetilchin Investment Partners first reported a position in Alerian MLP ETF in Q1 2014 and has held it in 41 quarters since.
Jaffetilchin Investment Partners's Alerian MLP ETF position peaked at $13.8M in Q2 2021.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.