Beacon Capital Management LLC (Tennessee)’s Global X MLP ETF MLPA Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-231	Closed	-$11.6K	–	674
2025 Q2	$11.6K	Hold	231	–	–	﹤0.01%	607
2025 Q1	$12.3K	Hold	231	–	–	﹤0.01%	576
2024 Q4	$11.4K	Hold	231	–	–	﹤0.01%	577
2024 Q3	$11.1K	Sell	231 -193	-46%	-$9.27K	﹤0.01%	620
2024 Q2	$20.6K	Hold	424	–	–	﹤0.01%	444
2024 Q1	$20.4K	Hold	424	–	–	﹤0.01%	449
2023 Q4	$18.9K	Sell	424 -1	-0.2%	-$45	0.01%	392
2023 Q3	$18.2K	Hold	425	–	–	﹤0.01%	424
2023 Q2	$18.2K	Hold	425	–	–	﹤0.01%	424
2023 Q1	$17.7K	Sell	425 -1	-0.2%	-$42	0.01%	382
2022 Q4	$17.6K	Sell	426 -21	-5%	-$880	0.01%	400
2022 Q3	$17K	Sell	447 -1	-0.2%	-$40	0.01%	381
2022 Q2	$19K	Hold	448	–	–	﹤0.01%	412
2022 Q1	$19K	Buy	+448	New	+$17.4K	﹤0.01%	412

Other funds holding MLPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of Global X MLP ETF (MLPA) in Q3 2025, closing a stake of 231 shares — an estimated $11.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MLPA in Q1 2022 and held it in 14 quarters. The position peaked at $20.6K in Q2 2024. 225 funds tracked by Wall St. Rank hold MLPA as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Global X MLP ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 231 Global X MLP ETF shares in Q3 2025, an estimated $11.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in Global X MLP ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Global X MLP ETF position peaked at $20.6K in Q2 2024.
225 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2025.

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