Wellspring Financial Advisors, LLC AMJB — ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044

Ownership history in Wellspring Financial Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Wellspring Financial Advisors, LLC reported ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 (AMJB) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.11% in 2025 Q2. The latest visible filing shows AMJB at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AMJB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wellspring Financial Advisors, LLC's position in ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AMJB was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AMJB stock page Wellspring Financial Advisors, LLC fund profile Wellspring Financial Advisors, LLC full holdings
How Wellspring Financial Advisors, LLC held AMJB — position size vs. price
% of Fund (quarterly)    AMJB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 37,224 — 0% 0.08% $1.3M 2026-07-20 $36.27
2026 Q1 REDUCED — — — 37,224 -476 -1.3% 0.10% $1.3M 2026-05-15 $36.38
2025 Q4 UNCHANGED — — — 37,700 — 0% 0.09% $1.1M 2026-02-11 $32.70
2025 Q3 UNCHANGED — — — 37,700 — 0% 0.10% $1.1M 2025-11-13 $28.72
2025 Q2 INITIATED — — — 37,700 — — 0.11% $1.1M 2025-08-13 $29.00

🏢 Other funds also holding AMJB

As of 2026 Q2 — sorted by position size

Smallwood Wealth Investment Management, LLC 3Y 1.41% Benchmark Financial, LLC 1.37% My Personal CFO, LLC 3Y 0.84% WAYSTONE ADVISORS LLC 0.68% North Capital, Inc. 0.33% Covenant Asset Management, LLC 3Y 7Y 0.06% Activest Wealth Management 3Y 0.06% IFP Advisors, Inc 3Y 7Y 0.02% FIRST HORIZON CORP 3Y 7Y 0.01% WOLFF WIESE MAGANA LLC 3Y 0.0%

FAQ About Wellspring Financial Advisors, LLC and AMJB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wellspring Financial Advisors, LLC reported owning AMJB?

Wellspring Financial Advisors, LLC reported AMJB across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported AMJB position in Wellspring Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for AMJB was 0.11% in 2025 Q2.

What is the latest reported AMJB position on this page?

The most recent filing on this page is 2026 Q2, when Wellspring Financial Advisors, LLC reported 37,224 shares, equal to 0.08% of portfolio, with an estimated market value of $1.3M.

What does the chart on this AMJB ownership page compare?

The chart compares Wellspring Financial Advisors, LLC's quarterly AMJB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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