Jones Financial Companies’s Alerian MLP ETF AMLP Stock Holding History

Jones Financial Companies’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	$11.7M	Buy	227,795 +24,452	+12%	+$1.28M	﹤0.01%	865
2026 Q1	$10.9M	Sell	203,343 -2,980	-1%	-$152K	0.01%	795
2025 Q4	$9.7M	Buy	206,323 +16,001	+8%	+$749K	0.01%	462
2025 Q3	$9.05M	Buy	190,322 +19,490	+11%	+$942K	0.01%	428
2025 Q2	$8.36M	Buy	170,832 +26,218	+18%	+$1.27M	0.01%	394
2025 Q1	$7.53M	Buy	144,614 +39,526	+38%	+$2.03M	0.01%	353
2024 Q4	$5.06M	Buy	105,088 +54,742	+109%	+$2.63M	﹤0.01%	362
2024 Q3	$2.37M	Buy	50,346 +20,836	+71%	+$985K	﹤0.01%	419
2024 Q2	$1.42M	Buy	29,510 +22,793	+339%	+$1.07M	﹤0.01%	374
2024 Q1	$319K	Buy	+6,717	New	+$302K	﹤0.01%	394
2022 Q1	–	Sell	-253	Closed	-$8K	–	686
2021 Q4	$8K	Buy	+253	New	+$8.57K	﹤0.01%	575
2017 Q1	–	Sell	-2,695	Closed	-$170K	–	223
2016 Q4	$170K	Buy	+2,695	New	+$166K	﹤0.01%	224

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

Jones Financial Companies's AMLP Position: Q2 2026 in Review

Jones Financial Companies increased its Alerian MLP ETF (AMLP) stake by 12% in Q2 2026, buying an estimated $1.28M and bringing the position to 227,795 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Jones Financial Companies first reported a position in AMLP in Q4 2016 and has held it in 12 quarters since. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Jones Financial Companies held 227,795 shares of Alerian MLP ETF worth $11.7M as of Q2 2026.
Jones Financial Companies bought 24,452 Alerian MLP ETF shares in Q2 2026, an estimated $1.28M.
Alerian MLP ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #865 holding.
Jones Financial Companies first reported a position in Alerian MLP ETF in Q4 2016 and has held it in 12 quarters since.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.