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 Q3	$1.06M	Buy	20,002 +315	+2%	+$17.6K	0.03%	555
2026 Q2	$1.05M	Buy	19,687 +130	+0.7%	+$7K	0.03%	584
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

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

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

Sigma Planning Corp increased its Global X MLP ETF (MLPA) stake by 1.6% in Q3 2026, buying an estimated $17.6K and bringing the position to 20,002 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #555.

Sigma Planning Corp first reported a position in MLPA in Q4 2017 and has held it in 17 quarters since. 71 funds tracked by Wall St. Rank hold MLPA as of Q3 2026.

Sigma Planning Corp held 20,002 shares of Global X MLP ETF worth $1.06M as of Q3 2026.
Sigma Planning Corp bought 315 Global X MLP ETF shares in Q3 2026, an estimated $17.6K.
Global X MLP ETF made up 0.03% of Sigma Planning Corp's portfolio in Q3 2026, its #555 holding.
Sigma Planning Corp first reported a position in Global X MLP ETF in Q4 2017 and has held it in 17 quarters since.
71 funds tracked by Wall St. Rank held Global X MLP ETF as of Q3 2026.

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