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Beacon Pointe Advisors’s Alerian MLP ETF AMLP Stock Holding History

Beacon Pointe Advisors’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
Q1 		$3.14M Buy
59,646
+45,112
+310% +$2.3M 0.02% 613
2025
Q4 		$683K Buy
14,534
+167
+1% +$7.82K ﹤0.01% 957
2025
Q3 		$674K Sell
14,367
-47,551
-77% -$2.3M 0.01% 907
2025
Q2 		$3.03M Buy
61,918
+4,016
+7% +$195K 0.03% 405
2025
Q1 		$3.01M Buy
57,902
+2,148
+4% +$110K 0.03% 383
2024
Q4 		$2.69M Buy
55,754
+7,366
+15% +$354K 0.03% 396
2024
Q3 		$2.28M Buy
48,388
+7,666
+19% +$363K 0.03% 437
2024
Q2 		$1.95M Sell
40,722
-559
-1% -$26.1K 0.02% 482
2024
Q1 		$1.96M Buy
41,281
+2,351
+6% +$106K 0.02% 502
2023
Q4 		$1.66M Buy
38,930
+262
+0.7% +$11.1K 0.02% 526
2023
Q3 		$1.63M Buy
38,668
+79
+0.2% +$3.24K 0.02% 506
2023
Q2 		$1.51M Sell
38,589
-243
-0.6% -$9.42K 0.02% 428
2023
Q1 		$1.5M Sell
38,832
-2,075
-5% -$81.3K 0.03% 457
2022
Q4 		$1.56M Buy
40,907
+729
+2% +$28.7K 0.03% 414
2022
Q3 		$1.46M Buy
40,178
+1,778
+5% +$67.7K 0.03% 381
2022
Q2 		$1.32M Buy
38,400
+1,435
+4% +$55.1K 0.03% 407
2022
Q1 		$1.42M Buy
36,965
+21,354
+137% +$786K 0.02% 525
2021
Q4 		$511K Buy
15,611
+696
+5% +$23.6K 0.01% 564
2021
Q3 		$497K Buy
+14,915
New +$498K 0.01% 544

Other funds holding AMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Beacon Pointe Advisors's AMLP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Alerian MLP ETF (AMLP) stake by 310% in Q1 2026, buying an estimated $2.3M and bringing the position to 59,646 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #613.

Beacon Pointe Advisors first reported a position in AMLP in Q3 2021 and has held it in 19 quarters since. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

  • Beacon Pointe Advisors held 59,646 shares of Alerian MLP ETF worth $3.14M as of Q1 2026.
  • Beacon Pointe Advisors bought 45,112 Alerian MLP ETF shares in Q1 2026, an estimated $2.3M.
  • Alerian MLP ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #613 holding.
  • Beacon Pointe Advisors first reported a position in Alerian MLP ETF in Q3 2021 and has held it in 19 quarters since.
  • 809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.