Sigma Planning Corp Purchases in Q2 2025

Sigma Planning Corp

  • $3.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.7K
+ 30.85%
$20.42 - $25.3 $55.2K - $68.4K
11.5K $290K
ECPG
Encore Capital Group Inc

Financial Services
627
+ 4.52%
$27.13 - $40.91 $17K - $25.7K
14.5K $560K
VIS
Vanguard Industrial ETF

ETFs
9
+ 0.36%
$220.04 - $280.07 $1.98K - $2.52K
2.52K $706K
GLW
Corning Inc

Technology
226
+ 2.15%
$39.07 - $52.59 $8.83K - $11.9K
10.8K $565K
CNQ
Canadian Natural Resources LTD

Energy
2.45K
+ 26.27%
$25.14 - $34.01 $61.5K - $83.2K
11.8K $369K
FNV
Franco Nevada Corp

Basic Materials
441
+ 24.71%
$143.04 - $178.17 $63.1K - $78.6K
2.23K $364K
SVOL
Simplify ETF Simplify Volatili

ETFs
4.1K
+ 13.79%
$13.97 - $19.98 $57.3K - $82K
33.9K $622K
NVS
Novartis Ag

Healthcare
282
+ 5.78%
$101.96 - $121.01 $28.8K - $34.1K
5.16K $624K
IIPR
Innovative Industrial Properties Inc

Real Estate
1.38K
+ 31.55%
$48.03 - $58.9 $66.3K - $81.3K
5.76K $317K
FITB
Fifth Third Bancorp

Financial Services
1.64K
+ 23.84%
$33.32 - $41.51 $54.5K - $67.9K
8.5K $349K
ALLE
Allegion PLC

Industrials
373
+ 20.15%
$118.52 - $145.64 $44.2K - $54.3K
2.22K $320K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
345
+ 19.54%
$144.63 - $179.53 $49.9K - $61.9K
2.11K $347K
IDXX
Idexx Laboratories Inc

Healthcare
36
+ 7.13%
$361.04 - $536.34 $13K - $19.3K
541 $290K
VXF
Vanguard Extended Market ETF

ETFs
67
+ 2.12%
$150.43 - $192.71 $10.1K - $12.9K
3.23K $622K
AFL
Aflac Inc

Financial Services
1.55K
+ 10.26%
$99.77 - $112.45 $155K - $175K
16.7K $1.76M
FXO
First Tr Exchange Traded Fd Fi

ETFs
927
+ 12.32%
$45.9 - $56.06 $42.5K - $52K
8.45K $473K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
166
+ 8.05%
$153.22 - $199.8 $25.4K - $33.2K
2.23K $417K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.74K
+ 5.78%
$23.96 - $24.27 $65.7K - $66.5K
50.2K $1.22M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
124
+ 0.48%
$24.38 - $30.18 $3.02K - $3.74K
26K $782K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.24K
+ 15.59%
$26.99 - $33.86 $33.4K - $41.9K
9.16K $306K
BND
Vanguard Bd Index Fd Inc Total

ETFs
869
+ 3.34%
$72.02 - $73.82 $62.6K - $64.1K
26.9K $1.98M
UEC
Uranium Energy Corp

Energy
10.1K
New
$4.0 - $7.05 $40.4K - $71.2K
10.1K $68K
CLSK
Cleanspark, Inc.

Technology
335
+ 2.24%
$6.74 - $11.03 $2.26K - $3.7K
15.3K $168K
RWL
Invesco Exchange Traded Fd Tr

ETFs
517
+ 18.53%
$89.02 - $104.29 $46K - $53.9K
3.31K $344K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
619
+ 8.15%
$37.93 - $47.69 $23.5K - $29.5K
8.22K $391K
STGW
Stagwell Inc

Communication Services
14.8K
New
$4.16 - $6.02 $61.4K - $88.9K
14.8K $66K
TPL
Texas Pacific Land Corp

Energy
107
+ 61.85%
$1036.28 - $1430.55 $111K - $153K
280 $295K
GWW
W.W. Grainger, Inc.

Industrials
52
+ 21.85%
$919.93 - $1101.66 $47.8K - $57.3K
290 $301K
IWD
Ishares Russell 1000 Val ETF

ETFs
236
+ 7.83%
$166.82 - $194.23 $39.4K - $45.8K
3.25K $631K
TTE
Total Energies Se

Energy
919
+ 14.33%
N/A
7.33K $503K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.21K
+ 9.29%
$68.13 - $74.77 $82.4K - $90.5K
14.2K $1.04M
CASH
Meta Financial Group Inc

Financial Services
1
+ 0.01%
$67.2 - $83.08 $67.2 - $83.1
10.1K $800K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.12%
$290.42 - $364.35 $581 - $729
1.69K $612K
RGTI
Rigetti Computing, Inc.

Technology
950
+ 7.37%
$7.5 - $14.29 $7.13K - $13.6K
13.8K $164K
HBAN
Huntington Bancshares Inc

Financial Services
1.02K
+ 4.03%
$12.49 - $16.76 $12.7K - $17.1K
26.3K $440K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
372
+ 5.99%
$54.28 - $67.95 $20.2K - $25.3K
6.59K $447K
FMF
First Trust Managed Futures St

ETFs
1.49K
+ 21.42%
$44.79 - $46.43 $66.5K - $68.9K
8.42K $380K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
345
+ 8.62%
$70.44 - $86.87 $24.3K - $30K
4.35K $377K
FQAL
Fidelity Covington Tr Quality

ETFs
373
+ 5.98%
$57.29 - $69.63 $21.4K - $26K
6.61K $459K
ACWI
Ishares Msci Acwi ETF

ETFs
39
+ 0.86%
$103.59 - $128.6 $4.04K - $5.02K
4.57K $587K
FDLO
Fidelity Covington Tr Low Vola

ETFs
650
+ 8.52%
$54.44 - $62.8 $35.4K - $40.8K
8.28K $519K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.18K
+ 4.08%
$22.09 - $22.44 $48.2K - $49K
55.6K $1.24M
CTVA
Corteva, Inc.

Basic Materials
69
+ 1.65%
$55.52 - $74.53 $3.83K - $5.14K
4.25K $316K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.78K
+ 3.8%
$24.94 - $25.42 $44.3K - $45.2K
48.6K $1.23M
ASM
Avino Silver & Gold Mines LTD

Basic Materials
14.6K
New
$1.46 - $3.71 $21.3K - $54.2K
14.6K $52K
IBHG
Ishares Tr Ibonds 2027 Term Hi
1.96K
+ 5.92%
$21.56 - $22.54 $42.2K - $44.1K
35K $789K
UPS
United Parcel Service Inc

Industrials
2.03K
+ 12.05%
$91.92 - $110.2 $187K - $224K
18.9K $1.9M
FTI
Technip Fmc PLC

Energy
558
+ 4.91%
$23.18 - $35.33 $12.9K - $19.7K
11.9K $410K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
160
+ 0.61%
$21.9 - $25.54 $3.5K - $4.09K
26.3K $671K
Activity Summary
Buys All Purchases 645 New Holdings 142 Increased Positions 503 Sells All Sells 569 Reductions 569 Sold out 0 Options Calls 3 Puts 3
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