BFA
GPZ

Beaumont Financial Advisors’s VanEck Alternative Asset Manager ETF GPZ Stock Holding History

Beaumont Financial Advisors’s Portfolio GPZ Stock Details GPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-192,398
Closed -$5.32M – 419
2025
Q3 		$5.32M Buy
+192,398
New +$5.44M 0.36% 53

Other funds holding GPZ

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Beaumont Financial Advisors's GPZ Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of VanEck Alternative Asset Manager ETF (GPZ) in Q4 2025, closing a stake of 192,398 shares — an estimated $5.32M sold.

Beaumont Financial Advisors first reported a position in GPZ in Q3 2025 and held it in 1 quarter. The position peaked at $5.32M in Q3 2025. 42 funds tracked by Wall St. Rank hold GPZ as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining VanEck Alternative Asset Manager ETF position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 192,398 VanEck Alternative Asset Manager ETF shares in Q4 2025, an estimated $5.32M.
  • Beaumont Financial Advisors first reported a position in VanEck Alternative Asset Manager ETF in Q3 2025 and held it in 1 quarter.
  • Beaumont Financial Advisors's VanEck Alternative Asset Manager ETF position peaked at $5.32M in Q3 2025.
  • 42 funds tracked by Wall St. Rank held VanEck Alternative Asset Manager ETF as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.