Essential Partners’s American Beacon AHL Trend ETF AHLT Stock Holding History

Essential Partners’s Portfolio AHLT Stock Details AHLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$730K	Buy	25,254 +7,508	+42%	+$217K	0.34%	50
2026 Q1	$501K	Buy	17,746 +383	+2%	+$10.9K	0.17%	146
2025 Q4	$457K	Buy	17,363 +1,330	+8%	+$33.9K	0.14%	199
2025 Q3	$390K	Buy	16,033 +1,013	+7%	+$23K	0.13%	207
2025 Q2	$333K	Buy	+15,020	New	+$328K	0.13%	216

Other funds holding AHLT

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

AIG

Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SHWM

Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return

CSP

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

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

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Essential Partners's AHLT Position: Q2 2026 in Review

Essential Partners increased its American Beacon AHL Trend ETF (AHLT) stake by 42% in Q2 2026, buying an estimated $217K and bringing the position to 25,254 shares worth $730K. The position accounts for 0.34% of the portfolio, ranked #50.

Essential Partners first reported a position in AHLT in Q2 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold AHLT as of Q2 2026.

Essential Partners held 25,254 shares of American Beacon AHL Trend ETF worth $730K as of Q2 2026.
Essential Partners bought 7,508 American Beacon AHL Trend ETF shares in Q2 2026, an estimated $217K.
American Beacon AHL Trend ETF made up 0.34% of Essential Partners's portfolio in Q2 2026, its #50 holding.
Essential Partners first reported a position in American Beacon AHL Trend ETF in Q2 2025 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held American Beacon AHL Trend ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.