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 Q2	$7.36M	Buy	141,864 +82,218	+138%	+$4.32M	0.03%	419
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 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

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

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

AIM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 Pointe Advisors's AMLP Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Alerian MLP ETF (AMLP) stake by 138% in Q2 2026, buying an estimated $4.32M and bringing the position to 141,864 shares worth $7.36M. The position accounts for 0.03% of the portfolio, ranked #419.

Beacon Pointe Advisors first reported a position in AMLP in Q3 2021 and has held it in 20 quarters since. 808 funds tracked by Wall St. Rank hold AMLP as of Q2 2026.

Beacon Pointe Advisors held 141,864 shares of Alerian MLP ETF worth $7.36M as of Q2 2026.
Beacon Pointe Advisors bought 82,218 Alerian MLP ETF shares in Q2 2026, an estimated $4.32M.
Alerian MLP ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #419 holding.
Beacon Pointe Advisors first reported a position in Alerian MLP ETF in Q3 2021 and has held it in 20 quarters since.
808 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.