Sigma Planning Corp Reduced Holdings in Q1 2025

Sigma Planning Corp

  • $3.02 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PNC
Pnc Financial Services Group, Inc.

Financial Services
-93
- 5.1%
$168.84 - $202.89 $15.7K - $18.9K
1.73K $304K
IWD
Ishares Russell 1000 Val ETF

ETFs
-294
- 8.89%
$182.82 - $196.21 $53.7K - $57.7K
3.01K $566K
MSCI
Msci Inc.

Financial Services
-42
- 6.5%
$541.46 - $628.34 $22.7K - $26.4K
604 $341K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.34K
- 2.42%
$20.64 - $20.73 $48.2K - $48.4K
94.1K $1.95M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-5.51K
- 28.8%
$8.38 - $8.86 $46.2K - $48.9K
13.6K $114K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-83
- 6.04%
$221.78 - $273.45 $18.4K - $22.7K
1.29K $293K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-270
- 1.77%
$50.25 - $55.9 $13.6K - $15.1K
15K $772K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-1.02K
- 19.2%
$45.66 - $47.41 $46.7K - $48.5K
4.31K $202K
BOTZ
Global X Fds

ETFs
-290
- 2.78%
$28.46 - $34.53 $8.25K - $10K
10.1K $288K
HBAN
Huntington Bancshares Inc

Financial Services
-698
- 2.69%
$14.28 - $17.39 $9.97K - $12.1K
25.3K $379K
FTSL
First Trust Senior Ln Fund

ETFs
-736
- 4.74%
$45.65 - $46.48 $33.6K - $34.2K
14.8K $675K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-238
- 9.38%
$134.68 - $159.3 $32.1K - $37.9K
2.3K $322K
FSIG
First Tr ETF Iv LTD Duration I
-2.7K
- 1.84%
$18.74 - $19.04 $50.6K - $51.4K
144K $2.73M
QCOM
Qualcomm Inc

Technology
-265
- 1.14%
$151.94 - $175.86 $40.3K - $46.6K
23K $3.53M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-2.25K
- 1.56%
$48.31 - $49.23 $109K - $111K
142K $6.98M
ECL
Ecolab Inc.

Basic Materials
-505
- 11.07%
$229.72 - $269.82 $116K - $136K
4.06K $1.03M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-745
- 8.83%
$51.26 - $52.53 $38.2K - $39.1K
7.69K $396K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-1.74K
- 11.14%
$25.83 - $27.09 $44.9K - $47.1K
13.9K $369K
UL
Unilever PLC

Consumer Defensive
-1.56K
- 7.89%
$54.72 - $60.29 $85.6K - $94.3K
18.3K $1.09M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-20
- 0.39%
$113.22 - $126.36 $2.26K - $2.53K
5.08K $583K
PID
Invesco Exchange Traded Fd Tr

ETFs
-1.95K
- 14.38%
N/A
11.6K $207K
OXY
Occidental Petroleum Corp

Energy
-681
- 4.85%
$45.45 - $52.7 $31K - $35.9K
13.4K $659K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-273
- 1.55%
$41.53 - $44.57 $11.3K - $12.2K
17.3K $728K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-2.8K
- 13.04%
$11.13 - $11.61 $31.1K - $32.5K
18.6K $208K
RGNX
Regenxbio Inc.

Healthcare
-1.45K
- 3.89%
$5.92 - $8.7 $8.58K - $12.6K
35.9K $256K
SPMD
Spdr Portfolio

ETFs
-85
- 1.05%
$50.21 - $57.73 $4.27K - $4.91K
7.97K $408K
MTB
M&T Bank Corp

Financial Services
-26
- 0.93%
$170.47 - $201.98 $4.43K - $5.25K
2.77K $495K
CHD
Church & Dwight CO Inc

Consumer Defensive
-520
- 10.04%
$101.42 - $113.2 $52.7K - $58.9K
4.66K $512K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-4.2K
- 17.86%
N/A
19.3K $137K
HRL
Hormel Foods Corp

Consumer Defensive
-734
- 4.27%
$28.29 - $31.52 $20.8K - $23.1K
16.4K $508K
HUM
Humana Inc

Healthcare
-168
- 11.54%
$249.11 - $303.11 $41.9K - $50.9K
1.29K $340K
JPIB
Jpmorgan International Bond Op

ETFs
-656
- 11.75%
$46.97 - $48.35 $30.8K - $31.7K
4.93K $235K
UNM
Unum Group

Financial Services
-784
- 18.26%
$71.8 - $83.34 $56.3K - $65.3K
3.51K $285K
EPI
Wisdomtree Tr India Earnings F

ETFs
-322
- 3.44%
$40.08 - $45.85 $12.9K - $14.8K
9.04K $395K
TPL
Texas Pacific Land Corp

Energy
-59
- 25.43%
$1180.08 - $1431.01 $69.6K - $84.4K
173 $229K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
-800
- 4.5%
$12.29 - $16.38 $9.83K - $13.1K
17K $208K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-165
- 1.51%
$75.99 - $81.58 $12.5K - $13.5K
10.7K $822K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.68K
- 19.49%
$35.35 - $42.74 $59.2K - $71.6K
6.92K $286K
ITB
Ishares Tr

ETFs
-12
- 0.42%
$93.86 - $111.45 $1.13K - $1.34K
2.82K $268K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-302
- 2.82%
$41.28 - $44.23 $12.5K - $13.4K
10.4K $434K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-166
- 2.29%
$45.21 - $50.33 $7.5K - $8.35K
7.08K $324K
EMB
Ishares Tr

ETFs
-327
- 8.08%
$88.64 - $92.03 $29K - $30.1K
3.72K $336K
NET
Cloudflare, Inc.

Technology
-328
- 12.56%
$110.71 - $176.5 $36.3K - $57.9K
2.28K $257K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-256
- 3.29%
$50.93 - $57.24 $13K - $14.7K
7.53K $398K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.25K
- 2.0%
$29.82 - $30.1 $37.4K - $37.7K
61.6K $1.85M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-413
- 4.6%
$49.69 - $50.76 $20.5K - $21K
8.57K $428K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.04K
- 7.81%
$33.84 - $37.77 $103K - $115K
35.9K $1.31M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-859
- 7.94%
$24.41 - $24.65 $21K - $21.2K
9.97K $243K
PLUG
Plug Power Inc

Industrials
-1.43K
- 5.8%
$1.34 - $3.15 $1.92K - $4.51K
23.3K $31K
Activity Summary
Buys All Purchases 689 New Holdings 131 Increased Positions 558 Sells All Sells 480 Reductions 480 Sold out 0 Options Calls 6 Puts 7
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