Jefferies Financial Group’s Alerian MLP ETF AMLP Stock Holding History

Jefferies Financial Group’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 Q2	$1.85M	Buy	35,699 +5,412	+18%	+$284K	0.01%	717
2026 Q1	$1.59M	Sell	30,287 -26,457	-47%	-$1.35M	0.01%	726
2025 Q4	$2.67M	Buy	56,744 +32,155	+131%	+$1.51M	0.01%	688
2025 Q3	$1.15M	Buy	24,589 +12,057	+96%	+$583K	0.01%	818
2025 Q2	$612K	Sell	12,532 -8,005	-39%	-$388K	0.01%	856
2025 Q1	$1.07M	Buy	20,537 +8,810	+75%	+$452K	0.01%	790
2024 Q4	$565K	Sell	11,727 -794	-6%	-$38.2K	﹤0.01%	1074
2024 Q3	$590K	Hold	12,521	–	–	﹤0.01%	938
2024 Q2	$601K	Buy	12,521 +110	+0.9%	+$5.14K	0.01%	912
2024 Q1	$589K	Buy	12,411 +225	+2%	+$10.1K	0.01%	1008
2023 Q4	$518K	Buy	12,186 +3,459	+40%	+$147K	﹤0.01%	1206
2023 Q3	$368K	Hold	8,727	–	–	﹤0.01%	1173
2023 Q2	$342K	Hold	8,727	–	–	﹤0.01%	1286
2023 Q1	$337K	Hold	8,727	–	–	﹤0.01%	1201
2022 Q4	$332K	Buy	+8,727	New	+$343K	﹤0.01%	1172

Other funds holding AMLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jefferies Financial Group's AMLP Position: Q2 2026 in Review

Jefferies Financial Group increased its Alerian MLP ETF (AMLP) stake by 18% in Q2 2026, buying an estimated $284K and bringing the position to 35,699 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #717.

Jefferies Financial Group first reported a position in AMLP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.67M in Q4 2025. 810 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Jefferies Financial Group held 35,699 shares of Alerian MLP ETF worth $1.85M as of Q2 2026.
Jefferies Financial Group bought 5,412 Alerian MLP ETF shares in Q2 2026, an estimated $284K.
Alerian MLP ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #717 holding.
Jefferies Financial Group first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Alerian MLP ETF position peaked at $2.67M in Q4 2025.
810 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.