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 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 $1.66T 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

Jefferies Financial Group's AMLP Position: Q1 2026 in Review

Jefferies Financial Group reduced its Alerian MLP ETF (AMLP) stake by 47% in Q1 2026, selling an estimated $1.35M and leaving 30,287 shares worth $1.59M. The position accounts for 0.01% of the portfolio, ranked #726.

Jefferies Financial Group first reported a position in AMLP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.67M in Q4 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Jefferies Financial Group held 30,287 shares of Alerian MLP ETF worth $1.59M as of Q1 2026.
Jefferies Financial Group sold 26,457 Alerian MLP ETF shares in Q1 2026, an estimated $1.35M.
Alerian MLP ETF made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #726 holding.
Jefferies Financial Group first reported a position in Alerian MLP ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's Alerian MLP ETF position peaked at $2.67M in Q4 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.