Beaumont Asset Management’s Alerian MLP ETF AMLP Stock Holding History

Beaumont Asset Management’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	$246K	Sell	4,748 -1,068	-18%	-$56.1K	0.1%	74
2026 Q1	$306K	Sell	5,816 -1,574	-21%	-$80.2K	0.14%	64
2025 Q4	$347K	Sell	7,390 -40	-0.5%	-$1.87K	0.17%	58
2025 Q3	$349K	Buy	7,430 +136	+2%	+$6.58K	0.18%	53
2025 Q2	$356K	Buy	7,294 +392	+6%	+$19K	0.19%	54
2025 Q1	$358K	Buy	+6,902	New	+$354K	0.22%	58

Other funds holding AMLP

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $919M AUM 40.7% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Beaumont Asset Management's AMLP Position: Q2 2026 in Review

Beaumont Asset Management reduced its Alerian MLP ETF (AMLP) stake by 18% in Q2 2026, selling an estimated $56.1K and leaving 4,748 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #74.

Beaumont Asset Management first reported a position in AMLP in Q1 2025 and has held it in 6 quarters since. The position peaked at $358K in Q1 2025. 219 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Beaumont Asset Management held 4,748 shares of Alerian MLP ETF worth $246K as of Q2 2026.
Beaumont Asset Management sold 1,068 Alerian MLP ETF shares in Q2 2026, an estimated $56.1K.
Alerian MLP ETF made up 0.1% of Beaumont Asset Management's portfolio in Q2 2026, its #74 holding.
Beaumont Asset Management first reported a position in Alerian MLP ETF in Q1 2025 and has held it in 6 quarters since.
Beaumont Asset Management's Alerian MLP ETF position peaked at $358K in Q1 2025.
219 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.