Sigma Planning Corp’s Global X MLP ETF MLPA Stock Holding History

Sigma Planning Corp’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
2026 Q1	$1.05M	Buy	19,557 +167	+0.9%	+$8.74K	0.03%	552
2025 Q4	$939K	Buy	19,390 +1,409	+8%	+$67.9K	0.03%	556
2025 Q3	$871K	Buy	17,981 +1,409	+9%	+$70.1K	0.02%	586
2025 Q2	$832K	Buy	16,572 +868	+6%	+$43.2K	0.03%	562
2025 Q1	$836K	Sell	15,704 -94	-0.6%	-$4.94K	0.03%	544
2024 Q4	$781K	Hold	15,798	–	–	0.02%	581
2024 Q3	$758K	Hold	15,798	–	–	0.02%	588
2024 Q2	$766K	Buy	15,798 +42	+0.3%	+$2K	0.02%	561
2024 Q1	$760K	Buy	15,756 +10,941	+227%	+$505K	0.02%	604
2023 Q4	$213K	Sell	4,815 -8,676	-64%	-$387K	0.02%	760
2023 Q3	$602K	Buy	13,491 +159	+1%	+$6.96K	0.02%	630
2023 Q2	$572K	Buy	13,332 +601	+5%	+$25.3K	0.02%	676
2023 Q1	$530K	Buy	12,731 +6,597	+108%	+$279K	0.02%	770
2022 Q4	$253K	Buy	+6,134	New	+$257K	0.01%	1039
2018 Q1	–	Sell	-1,916	Closed	-$113K	–	895
2017 Q4	$113K	Buy	+1,916	New	+$112K	0.01%	815

Other funds holding MLPA

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

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

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

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

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

ECM

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

MFS

Madrid Financial Services Manhattan Beach, California $169M AUM

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

Sigma Planning Corp increased its Global X MLP ETF (MLPA) stake by 0.86% in Q1 2026, buying an estimated $8.74K and bringing the position to 19,557 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #552.

Sigma Planning Corp first reported a position in MLPA in Q4 2017 and has held it in 15 quarters since. 242 funds tracked by Wall St. Rank hold MLPA as of Q1 2026.

Sigma Planning Corp held 19,557 shares of Global X MLP ETF worth $1.05M as of Q1 2026.
Sigma Planning Corp bought 167 Global X MLP ETF shares in Q1 2026, an estimated $8.74K.
Global X MLP ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #552 holding.
Sigma Planning Corp first reported a position in Global X MLP ETF in Q4 2017 and has held it in 15 quarters since.
242 funds tracked by Wall St. Rank held Global X MLP ETF as of Q1 2026.

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