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

Belpointe 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	$2.07M	Sell	39,845 -608	-2%	-$31.9K	0.07%	270
2026 Q1	$2.13M	Sell	40,453 -18,586	-31%	-$947K	0.08%	225
2025 Q4	$2.78M	Sell	59,039 -18,435	-24%	-$863K	0.1%	172
2025 Q3	$3.64M	Buy	77,474 +7,161	+10%	+$346K	0.14%	125
2025 Q2	$3.44M	Buy	70,313 +1,723	+3%	+$83.6K	0.14%	127
2025 Q1	$3.56M	Buy	68,590 +51,113	+292%	+$2.62M	0.19%	106
2024 Q4	$828K	Buy	17,477 +4,261	+32%	+$205K	0.05%	366
2024 Q3	$623K	Buy	13,216 +4,858	+58%	+$230K	0.04%	440
2024 Q2	$401K	Sell	8,358 -6,144	-42%	-$287K	0.03%	504
2024 Q1	$688K	Sell	14,502 -13,731	-49%	-$617K	0.05%	363
2023 Q4	$1.2M	Buy	28,233 +774	+3%	+$32.8K	0.11%	193
2023 Q3	$1.16M	Buy	+27,459	New	+$1.13M	0.12%	171
2023 Q2	–	Sell	-6,912	Closed	-$267K	–	713
2023 Q1	$267K	Sell	6,912 -2,137	-24%	-$83.8K	0.01%	805
2022 Q4	$345K	Sell	9,049 -56,323	-86%	-$2.21M	0.02%	678
2022 Q3	$2.39M	Buy	65,372 +58,760	+889%	+$2.24M	0.16%	124
2022 Q2	$228K	Buy	6,612 +2,750	+71%	+$106K	0.02%	775
2022 Q1	$148K	Buy	3,862 +3	+0.1%	+$110	0.01%	1040
2021 Q4	$126K	Sell	3,859 -54	-1%	-$1.83K	0.01%	1094
2021 Q3	$130K	Sell	3,913 -4,071	-51%	-$136K	0.01%	1047
2021 Q2	$291K	Hold	7,984	–	–	0.02%	682
2021 Q1	$243K	Buy	+7,984	New	+$233K	0.02%	675
2020 Q3	–	Sell	-4,596	Closed	-$113K	–	775
2020 Q2	$113K	Buy	+4,596	New	+$113K	0.01%	679
2020 Q1	–	Sell	-3,611	Closed	-$154K	–	625
2019 Q4	$154K	Sell	3,611 -8,630	-71%	-$362K	0.02%	622
2019 Q3	$559K	Buy	12,241 +2,061	+20%	+$97.5K	0.09%	249
2019 Q2	$501K	Sell	10,180 -250	-2%	-$12.4K	0.1%	226
2019 Q1	$523K	Buy	10,430 +1,332	+15%	+$65.3K	0.1%	162
2018 Q4	$397K	Sell	9,098 -966	-10%	-$47.4K	0.1%	220
2018 Q3	$537K	Sell	10,064 -3,952	-28%	-$213K	0.08%	244
2018 Q2	$708K	Buy	14,016 +6,740	+93%	+$342K	0.2%	101
2018 Q1	$341K	Sell	7,276 -1,812	-20%	-$96.9K	0.1%	232
2017 Q4	$490K	Buy	9,088 +1,371	+18%	+$73.3K	0.11%	223
2017 Q3	$433K	Buy	+7,717	New	+$441K	0.1%	231

Other funds holding AMLP

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

VCM

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

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

Belpointe Asset Management reduced its Alerian MLP ETF (AMLP) stake by 1.5% in Q2 2026, selling an estimated $31.9K and leaving 39,845 shares worth $2.07M. The position accounts for 0.07% of the portfolio, ranked #270.

Belpointe Asset Management first reported a position in AMLP in Q3 2017 and has held it in 32 quarters since. The position peaked at $3.64M in Q3 2025. 378 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Belpointe Asset Management held 39,845 shares of Alerian MLP ETF worth $2.07M as of Q2 2026.
Belpointe Asset Management sold 608 Alerian MLP ETF shares in Q2 2026, an estimated $31.9K.
Alerian MLP ETF made up 0.07% of Belpointe Asset Management's portfolio in Q2 2026, its #270 holding.
Belpointe Asset Management first reported a position in Alerian MLP ETF in Q3 2017 and has held it in 32 quarters since.
Belpointe Asset Management's Alerian MLP ETF position peaked at $3.64M in Q3 2025.
378 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.