JFS Wealth Advisors’s Alerian MLP ETF AMLP Stock Holding History

JFS Wealth Advisors’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	–	Sell	-46	Closed	-$2.16K	–	1892
2025 Q4	$2.16K	Buy	+46	New	+$2.15K	﹤0.01%	1524
2018 Q4	–	Sell	-400	Closed	-$21K	–	451
2018 Q3	$21K	Buy	+400	New	+$21.6K	0.01%	318
2016 Q2	–	Sell	-1,586	Closed	-$87K	–	504
2016 Q1	$87K	Hold	1,586	–	–	0.03%	186
2015 Q4	$96K	Hold	1,586	–	–	0.03%	181
2015 Q3	$99K	Hold	1,586	–	–	0.04%	154
2015 Q2	$123K	Hold	1,586	–	–	0.06%	113
2015 Q1	$131K	Hold	1,586	–	–	0.06%	108
2014 Q4	$139K	Hold	1,586	–	–	0.02%	102
2014 Q3	$152K	Hold	1,586	–	–	0.03%	93
2014 Q2	$151K	Buy	+1,586	New	+$144K	0.03%	102

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

JFS Wealth Advisors's AMLP Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Alerian MLP ETF (AMLP) in Q1 2026, closing a stake of 46 shares — an estimated $2.16K sold.

JFS Wealth Advisors first reported a position in AMLP in Q2 2014 and held it in 10 quarters. The position peaked at $152K in Q3 2014. 816 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

JFS Wealth Advisors reported no remaining Alerian MLP ETF position as of Q1 2026 after selling out during the quarter.
JFS Wealth Advisors sold 46 Alerian MLP ETF shares in Q1 2026, an estimated $2.16K.
JFS Wealth Advisors first reported a position in Alerian MLP ETF in Q2 2014 and held it in 10 quarters.
JFS Wealth Advisors's Alerian MLP ETF position peaked at $152K in Q3 2014.
816 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.