Beaumont Financial Advisors’s Alerian MLP ETF AMLP Stock Holding History

Beaumont Financial 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 Q2	$549K	Buy	10,595 +633	+6%	+$33.2K	0.04%	237
2026 Q1	$524K	Sell	9,962 -3,101	-24%	-$158K	0.04%	230
2025 Q4	$614K	Sell	13,063 -7	-0.1%	-$328	0.04%	211
2025 Q3	$613K	Buy	13,070 +3,044	+30%	+$147K	0.04%	211
2025 Q2	$490K	Buy	10,026 +358	+4%	+$17.4K	0.04%	226
2025 Q1	$502K	Buy	+9,668	New	+$496K	0.04%	214
2024 Q3	–	Sell	-10,393	Closed	-$499K	–	351
2024 Q2	$499K	Buy	10,393 +1,294	+14%	+$60.5K	0.04%	209
2024 Q1	$432K	Buy	9,099 +355	+4%	+$15.9K	0.04%	224
2023 Q4	$372K	Buy	8,744 +161	+2%	+$6.83K	0.03%	231
2023 Q3	$362K	Buy	8,583 +455	+6%	+$18.7K	0.04%	221
2023 Q2	$319K	Buy	8,128 +6	+0.1%	+$233	0.03%	260
2023 Q1	$314K	Buy	+8,122	New	+$318K	0.03%	240
2020 Q1	–	Sell	-3,926	Closed	-$167K	–	238
2019 Q4	$167K	Buy	+3,926	New	+$165K	0.02%	273

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 Financial Advisors's AMLP Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Alerian MLP ETF (AMLP) stake by 6.4% in Q2 2026, buying an estimated $33.2K and bringing the position to 10,595 shares worth $549K. The position accounts for 0.04% of the portfolio, ranked #237.

Beaumont Financial Advisors first reported a position in AMLP in Q4 2019 and has held it in 13 quarters since. The position peaked at $614K in Q4 2025. 807 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Beaumont Financial Advisors held 10,595 shares of Alerian MLP ETF worth $549K as of Q2 2026.
Beaumont Financial Advisors bought 633 Alerian MLP ETF shares in Q2 2026, an estimated $33.2K.
Alerian MLP ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #237 holding.
Beaumont Financial Advisors first reported a position in Alerian MLP ETF in Q4 2019 and has held it in 13 quarters since.
Beaumont Financial Advisors's Alerian MLP ETF position peaked at $614K in Q4 2025.
807 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.