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

Beaumont Capital 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	$2.12M	Buy	40,867 +1,959	+5%	+$103K	2.45%	14
2026 Q1	$2.05M	Sell	38,908 -14,395	-27%	-$733K	2.53%	13
2025 Q4	$2.51M	Sell	53,303 -54,648	-51%	-$2.56M	3.09%	14
2025 Q3	$5.07M	Buy	107,951 +19,039	+21%	+$921K	3.36%	9
2025 Q2	$4.34M	Buy	88,912 +57,582	+184%	+$2.79M	2.97%	13
2025 Q1	$1.63M	Buy	+31,330	New	+$1.61M	1.2%	28
2024 Q3	–	Sell	-52,752	Closed	-$2.53M	–	50
2024 Q2	$2.53M	Buy	+52,752	New	+$2.46M	1.98%	23

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

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

Beaumont Capital Management increased its Alerian MLP ETF (AMLP) stake by 5% in Q2 2026, buying an estimated $103K and bringing the position to 40,867 shares worth $2.12M. The position accounts for 2.45% of the portfolio, ranked #14.

Beaumont Capital Management first reported a position in AMLP in Q2 2024 and has held it in 7 quarters since. The position peaked at $5.07M in Q3 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Beaumont Capital Management held 40,867 shares of Alerian MLP ETF worth $2.12M as of Q2 2026.
Beaumont Capital Management bought 1,959 Alerian MLP ETF shares in Q2 2026, an estimated $103K.
Alerian MLP ETF made up 2.45% of Beaumont Capital Management's portfolio in Q2 2026, its #14 holding.
Beaumont Capital Management first reported a position in Alerian MLP ETF in Q2 2024 and has held it in 7 quarters since.
Beaumont Capital Management's Alerian MLP ETF position peaked at $5.07M in Q3 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Beaumont Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.