Beacon Capital Management LLC (Tennessee)’s Alerian MLP ETF AMLP Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-206	Closed	-$10.1K	–	170
2025 Q2	$10.1K	Hold	206	–	–	﹤0.01%	632
2025 Q1	$10.7K	Hold	206	–	–	﹤0.01%	612
2024 Q4	$9.92K	Hold	206	–	–	﹤0.01%	602
2024 Q3	$9.71K	Buy	+206	New	+$9.74K	﹤0.01%	652
2023 Q1	–	Sell	-99	Closed	-$3.77K	–	946
2022 Q4	$3.77K	Buy	+99	New	+$3.89K	﹤0.01%	697
2022 Q3	–	Sell	-18	Closed	-$1K	–	872
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	829
2022 Q1	$1K	Buy	+18	New	+$662	﹤0.01%	829

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Beacon Capital Management LLC (Tennessee)'s AMLP Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Alerian MLP ETF (AMLP) in Q3 2025, closing a stake of 206 shares — an estimated $10.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in AMLP in Q1 2022 and held it in 7 quarters. The position peaked at $10.7K in Q1 2025. 732 funds tracked by Wall St. Rank hold AMLP as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Alerian MLP ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 206 Alerian MLP ETF shares in Q3 2025, an estimated $10.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Alerian MLP ETF in Q1 2022 and held it in 7 quarters.
Beacon Capital Management LLC (Tennessee)'s Alerian MLP ETF position peaked at $10.7K in Q1 2025.
732 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.