Sigma Planning Corp
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Sigma Planning Corp’s Antero Midstream AM Stock Holding History

Sigma Planning Corp’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$430K Buy
21,315
+131
+0.6% +$2.89K 0.01% 910
2026
Q2 		$482K Sell
21,184
-2,946
-12% -$64K 0.01% 929
2026
Q1 		$550K Sell
24,130
-395
-2% -$8.16K 0.02% 788
2025
Q4 		$436K Buy
24,525
+12
+0% +$216 0.01% 848
2025
Q3 		$477K Buy
24,513
+56
+0.2% +$1.01K 0.01% 837
2025
Q2 		$463K Sell
24,457
-3,177
-11% -$56.8K 0.01% 808
2025
Q1 		$497K Buy
27,634
+326
+1% +$5.4K 0.02% 741
2024
Q4 		$412K Sell
27,308
-3,494
-11% -$53.2K 0.01% 816
2024
Q3 		$464K Sell
30,802
-11,683
-27% -$170K 0.01% 766
2024
Q2 		$626K Buy
42,485
+11
+0% +$158 0.02% 633
2024
Q1 		$597K Buy
42,474
+24,638
+138% +$315K 0.02% 689
2023
Q4 		$223K Sell
17,836
-38,736
-68% -$488K 0.02% 739
2023
Q3 		$678K Sell
56,572
-2,067
-4% -$24.5K 0.03% 593
2023
Q2 		$680K Buy
58,639
+13,906
+31% +$148K 0.02% 612
2023
Q1 		$469K Sell
44,733
-114
-0.3% -$1.21K 0.02% 826
2022
Q4 		$484K Sell
44,847
-466
-1% -$4.94K 0.02% 774
2022
Q3 		$416K Buy
45,313
+12,230
+37% +$120K 0.02% 806
2022
Q2 		$299K Buy
33,083
+1,760
+6% +$18.3K 0.01% 990
2022
Q1 		$340K Buy
31,323
+207
+0.7% +$2.1K 0.01% 1001
2021
Q4 		$301K Sell
31,116
-4,910
-14% -$50.9K 0.01% 1075
2021
Q3 		$375K Buy
36,026
+2,151
+6% +$21.1K 0.01% 940
2021
Q2 		$352K Buy
33,875
+180
+0.5% +$1.72K 0.01% 998
2021
Q1 		$304K Sell
33,695
-3,278
-9% -$28.2K 0.01% 986
2020
Q4 		$285K Sell
36,973
-1,395
-4% -$9.46K 0.01% 923
2020
Q3 		$206K Buy
38,368
+3,504
+10% +$21.4K 0.01% 947
2020
Q2 		$178K Buy
34,864
+7,500
+27% +$33.2K 0.01% 950
2020
Q1 		$57K Buy
27,364
+3,000
+12% +$14.3K ﹤0.01% 874
2019
Q4 		$185K Buy
24,364
+3,181
+15% +$20.1K 0.01% 978
2019
Q3 		$157K Buy
+21,183
New +$183K 0.01% 936

Other funds holding AM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sigma Planning Corp's AM Position: Q3 2026 in Review

Sigma Planning Corp increased its Antero Midstream (AM) stake by 0.62% in Q3 2026, buying an estimated $2.89K and bringing the position to 21,315 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #910.

Sigma Planning Corp first reported a position in AM in Q3 2019 and has held it in 29 quarters since. The position peaked at $680K in Q2 2023. 239 funds tracked by Wall St. Rank hold AM as of Q3 2026.

  • Sigma Planning Corp held 21,315 shares of Antero Midstream worth $430K as of Q3 2026.
  • Sigma Planning Corp bought 131 Antero Midstream shares in Q3 2026, an estimated $2.89K.
  • Antero Midstream made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #910 holding.
  • Sigma Planning Corp first reported a position in Antero Midstream in Q3 2019 and has held it in 29 quarters since.
  • Sigma Planning Corp's Antero Midstream position peaked at $680K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.