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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MFS

Madrid Financial Services Manhattan Beach, California $189M AUM 30.12% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Sigma Planning Corp's MLPA Position: Q2 2026 in Review

Sigma Planning Corp increased its Global X MLP ETF (MLPA) stake by 0.66% in Q2 2026, buying an estimated $7K and bringing the position to 19,687 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #584.

Sigma Planning Corp first reported a position in MLPA in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.05M in Q1 2026. 249 funds tracked by Wall St. Rank hold MLPA as of Q2 2026.

Sigma Planning Corp held 19,687 shares of Global X MLP ETF worth $1.05M as of Q2 2026.
Sigma Planning Corp bought 130 Global X MLP ETF shares in Q2 2026, an estimated $7K.
Global X MLP ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #584 holding.
Sigma Planning Corp first reported a position in Global X MLP ETF in Q4 2017 and has held it in 16 quarters since.
Sigma Planning Corp's Global X MLP ETF position peaked at $1.05M in Q1 2026.
249 funds tracked by Wall St. Rank held Global X MLP ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.