Sigma Planning Corp’s Alerian MLP ETF AMLP Stock Holding History

Sigma Planning Corp’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	$3.12M	Buy	59,243 +1,850	+3%	+$94.2K	0.09%	251
2025 Q4	$2.7M	Sell	57,393 -2,060	-3%	-$96.4K	0.07%	270
2025 Q3	$2.79M	Sell	59,453 -17,811	-23%	-$861K	0.08%	255
2025 Q2	$3.78M	Buy	77,264 +1,576	+2%	+$76.4K	0.11%	186
2025 Q1	$3.93M	Buy	75,688 +23,964	+46%	+$1.23M	0.13%	172
2024 Q4	$2.49M	Buy	51,724 +12,700	+33%	+$610K	0.08%	240
2024 Q3	$1.84M	Buy	39,024 +2,158	+6%	+$102K	0.06%	313
2024 Q2	$1.77M	Buy	36,866 +3,078	+9%	+$144K	0.06%	326
2024 Q1	$1.6M	Sell	33,788 -296	-0.9%	-$13.3K	0.05%	365
2023 Q4	$1.45M	Sell	34,084 -28,826	-46%	-$1.22M	0.11%	194
2023 Q3	$2.65M	Sell	62,910 -2,369	-4%	-$97.2K	0.1%	215
2023 Q2	$2.56M	Sell	65,279 -1,596	-2%	-$61.9K	0.09%	236
2023 Q1	$2.58M	Buy	66,875 +2,353	+4%	+$92.2K	0.09%	243
2022 Q4	$2.46M	Buy	64,522 +41,991	+186%	+$1.65M	0.09%	233
2022 Q3	$824K	Sell	22,531 -2,857	-11%	-$109K	0.03%	529
2022 Q2	$875K	Sell	25,388 -14,950	-37%	-$574K	0.03%	521
2022 Q1	$1.54M	Sell	40,338 -3,209	-7%	-$118K	0.05%	389
2021 Q4	$1.43M	Sell	43,547 -1,683	-4%	-$57K	0.04%	417
2021 Q3	$1.51M	Sell	45,230 -13,355	-23%	-$446K	0.05%	413
2021 Q2	$2.13M	Buy	58,585 +4,121	+8%	+$141K	0.06%	317
2021 Q1	$1.66M	Buy	54,464 +17,123	+46%	+$500K	0.05%	365
2020 Q4	$958K	Buy	37,341 +12,948	+53%	+$311K	0.03%	455
2020 Q3	$487K	Sell	24,393 -5,969	-20%	-$138K	0.02%	617
2020 Q2	$749K	Sell	30,362 -5,056	-14%	-$124K	0.03%	462
2020 Q1	$609K	Buy	35,418 +328	+0.9%	+$11.1K	0.04%	433
2019 Q4	$1.49M	Buy	35,090 +2,814	+9%	+$118K	0.06%	312
2019 Q3	$1.48M	Sell	32,276 -9,207	-22%	-$435K	0.07%	283
2019 Q2	$2.04M	Sell	41,483 -2,989	-7%	-$148K	0.11%	204
2019 Q1	$2.23M	Buy	44,472 +1,025	+2%	+$50.3K	0.13%	182
2018 Q4	$1.9M	Sell	43,447 -1,649	-4%	-$80.9K	0.14%	166
2018 Q3	$2.41M	Buy	45,096 +327	+0.7%	+$17.6K	0.14%	156
2018 Q2	$2.26M	Buy	44,769 +1,693	+4%	+$85.8K	0.15%	159
2018 Q1	$2.02M	Buy	43,076 +2,437	+6%	+$130K	0.15%	161
2017 Q4	$2.19M	Sell	40,639 -2,214	-5%	-$118K	0.17%	152
2017 Q3	$2.4M	Sell	42,853 -2,732	-6%	-$156K	0.2%	126
2017 Q2	$2.73M	Sell	45,585 -911	-2%	-$55.5K	0.26%	97
2017 Q1	$2.96M	Buy	46,496 +189	+0.4%	+$12.1K	0.29%	74
2016 Q4	$2.92M	Buy	46,307 +5,708	+14%	+$353K	0.32%	63
2016 Q3	$2.58M	Buy	40,599 +4,285	+12%	+$271K	0.31%	69
2016 Q2	$2.31M	Buy	36,314 +6,785	+23%	+$409K	0.3%	73
2016 Q1	$1.61M	Buy	29,529 +512	+2%	+$26K	0.22%	106
2015 Q4	$1.75M	Sell	29,017 -1,878	-6%	-$118K	0.24%	89
2015 Q3	$1.93M	Buy	30,895 +5,402	+21%	+$393K	0.31%	70
2015 Q2	$1.98M	Buy	25,493 +939	+4%	+$78.1K	0.27%	84
2015 Q1	$2.03M	Sell	24,554 -2,709	-10%	-$229K	0.27%	88
2014 Q4	$2.39M	Buy	+27,263	New	+$2.47M	0.32%	80

Other funds holding AMLP

Morgan Stanley New York $1.66T AUM 25.57% 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

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 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sigma Planning Corp's AMLP Position: Q1 2026 in Review

Sigma Planning Corp increased its Alerian MLP ETF (AMLP) stake by 3.2% in Q1 2026, buying an estimated $94.2K and bringing the position to 59,243 shares worth $3.12M. The position accounts for 0.09% of the portfolio, ranked #251.

Sigma Planning Corp first reported a position in AMLP in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.93M in Q1 2025. 809 funds tracked by Wall St. Rank hold AMLP as of Q1 2026.

Sigma Planning Corp held 59,243 shares of Alerian MLP ETF worth $3.12M as of Q1 2026.
Sigma Planning Corp bought 1,850 Alerian MLP ETF shares in Q1 2026, an estimated $94.2K.
Alerian MLP ETF made up 0.09% of Sigma Planning Corp's portfolio in Q1 2026, its #251 holding.
Sigma Planning Corp first reported a position in Alerian MLP ETF in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Alerian MLP ETF position peaked at $3.93M in Q1 2025.
809 funds tracked by Wall St. Rank held Alerian MLP ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.