Sigma Planning Corp Reduced Holdings in Q2 2025

Sigma Planning Corp

  • $3.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-7.74K
- 8.22%
$20.66 - $20.74 $160K - $161K
86.4K $1.79M
KO
Coca Cola CO

Consumer Defensive
-1.26K
- 1.56%
$68.37 - $73.9 $85.8K - $92.7K
79K $5.59M
IBB
Ishares Biotechnology ETF

ETFs
-1.18K
- 18.98%
$112.02 - $129.0 $132K - $152K
5.02K $634K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-4.92K
- 30.48%
$35.3 - $40.46 $174K - $199K
11.2K $454K
CI
Cigna Corp

Healthcare
-480
- 23.54%
$301.89 - $340.04 $145K - $163K
1.56K $515K
IAT
Ishares Tr

ETFs
-4.16K
- 23.39%
$39.71 - $49.55 $165K - $206K
13.6K $674K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.08K
- 19.06%
$54.27 - $63.01 $167K - $194K
13.1K $819K
VDE
Vanguard Energy ETF

ETFs
-195
- 1.63%
$105.87 - $130.56 $20.6K - $25.5K
11.7K $1.4M
LNC
Lincoln National Corp

Financial Services
-3.25K
- 11.94%
$28.95 - $37.27 $94K - $121K
24K $828K
QCOM
Qualcomm Inc

Technology
-1.74K
- 7.56%
$124.66 - $159.48 $216K - $277K
21.2K $3.38M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.23K
- 39.39%
$116.93 - $119.39 $144K - $147K
1.89K $225K
CCI
Crown Castle International Corp

Real Estate
-1.33K
- 31.51%
$94.83 - $107.06 $126K - $142K
2.89K $296K
LNG
Cheniere Energy, Inc.

Energy
-771
- 20.81%
$197.25 - $244.33 $152K - $188K
2.93K $714K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.07K
- 2.11%
$51.68 - $52.76 $210K - $215K
189K $9.98M
ENB
Enbridge Inc

Energy
-4.36K
- 7.23%
$41.09 - $47.16 $179K - $206K
55.9K $2.54M
PSC
Principal ETF U.S. Small Cap M

ETFs
-5.26K
- 17.07%
$43.14 - $53.28 $227K - $280K
25.6K $1.36M
RS
Reliance Steel & Aluminum CO

Basic Materials
-564
- 33.45%
$262.08 - $316.81 $148K - $179K
1.12K $352K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-656
- 1.46%
$90.85 - $102.31 $59.6K - $67.1K
44.3K $4.46M
CB
Chubb LTD

Financial Services
-272
- 6.35%
$274.32 - $302.46 $74.6K - $82.3K
4.01K $1.16M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-15.3K
- 8.97%
$23.45 - $26.56 $359K - $407K
155K $4.13M
SQ
Block, Inc.

Technology
-2.2K
- 11.68%
N/A
16.6K $950K
SLB
Schlumberger Limited

Energy
-738
- 5.91%
$31.95 - $42.2 $23.6K - $31.1K
11.8K $397K
TM
Toyota Motor Corp

Consumer Cyclical
-680
- 33.63%
$158.63 - $195.39 $108K - $133K
1.34K $231K
GM
General Motors CO

Consumer Cyclical
-3.27K
- 19.08%
$42.48 - $50.46 $139K - $165K
13.9K $683K
XPO
Xpo Logistics, Inc.

Industrials
-3.03K
- 21.78%
$91.46 - $128.1 $277K - $388K
10.9K $1.37M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.13K
- 13.18%
$131.84 - $157.76 $149K - $178K
7.44K $1.17M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-7.5K
- 10.24%
$17.99 - $18.99 $135K - $143K
65.7K $1.25M
IMO
Imperial Oil LTD

Energy
-1.97K
- 38.03%
$60.22 - $81.91 $119K - $161K
3.21K $254K
POOL
Pool Corp

Industrials
-212
- 9.97%
$285.0 - $325.66 $60.4K - $69K
1.92K $558K
IBHE
Ishares Ibonds 2025 Term High

ETFs
-5.02K
- 20.73%
$22.98 - $23.27 $115K - $117K
19.2K $446K
DEO
Diageo PLC

Consumer Defensive
-877
- 12.58%
$99.86 - $115.75 $87.6K - $102K
6.09K $614K
LNT
Alliant Energy Corp

Utilities
-1.46K
- 22.19%
$58.79 - $64.85 $85.8K - $94.6K
5.12K $309K
MEAR
Blackrock Short Maturity Munic

ETFs
-2.28K
- 3.87%
$49.74 - $50.27 $113K - $114K
56.5K $2.84M
KMI
Kinder Morgan, Inc.

Energy
-5.76K
- 8.77%
$25.21 - $29.4 $145K - $169K
59.9K $1.76M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.12K
- 31.55%
$26.41 - $26.76 $109K - $110K
8.95K $239K
AUR
Aurora Innovation, Inc.

Technology
-8.77K
- 21.07%
$5.17 - $8.14 $45.4K - $71.4K
32.9K $172K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-4.18K
- 21.79%
$50.44 - $64.81 $211K - $271K
15K $972K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-34
- 1.47%
$421.16 - $509.5 $14.3K - $17.3K
2.28K $1.02M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-5.24K
- 7.32%
$20.01 - $20.15 $105K - $106K
66.3K $1.33M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.18K
- 8.36%
$25.04 - $25.18 $105K - $105K
45.9K $1.16M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.47K
- 14.75%
$47.86 - $55.77 $70.4K - $82K
8.49K $448K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-2.42K
- 23.92%
$35.62 - $39.64 $86K - $95.7K
7.68K $299K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-2.92K
- 8.63%
$47.29 - $53.34 $138K - $156K
30.9K $1.63M
NVO
Novo Nordisk A S

Healthcare
-1.34K
- 11.76%
$58.08 - $81.05 $77.8K - $109K
10.1K $693K
MGV
Vanguard Mega Cap Value

ETFs
-1.02K
- 6.5%
$114.87 - $131.25 $117K - $133K
14.6K $1.92M
IYE
Ishares Tr

ETFs
-1.42K
- 18.87%
$40.36 - $49.67 $57.1K - $70.3K
6.08K $275K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-1.18K
- 21.97%
$71.94 - $86.02 $85.2K - $102K
4.2K $359K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-7.19K
- 28.26%
$10.82 - $12.71 $77.8K - $91.4K
18.3K $227K
CMI
Cummins Inc

Industrials
-361
- 17.6%
$267.12 - $336.65 $96.4K - $122K
1.69K $553K
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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