Sigma Planning Corp Sells in Q2 2025

Sigma Planning Corp

  • $3.18 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GDV
Gabelli Dividend & Income Trust

Financial Services
-239
- 1.19%
$21.11 - $26.01 $5.05K - $6.22K
19.9K $518K
OMFL
Invesco Exchange Traded Self I

ETFs
-250
- 2.32%
$48.43 - $57.78 $12.1K - $14.4K
10.5K $606K
PTF
Invesco Exchange Traded Fd Tr

ETFs
-725
- 8.2%
$51.29 - $68.29 $37.2K - $49.5K
8.12K $554K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-177
- 2.35%
$78.98 - $90.1 $14K - $15.9K
7.35K $661K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-730
- 4.57%
$55.15 - $68.11 $40.3K - $49.7K
15.3K $1.04M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.19K
- 1.31%
$35.3 - $37.51 $77.4K - $82.3K
165K $6.19M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-27
- 0.67%
$60.99 - $77.53 $1.65K - $2.09K
4K $310K
IRM
Iron Mountain Inc

Real Estate
-311
- 7.51%
$76.93 - $105.25 $23.9K - $32.7K
3.83K $392K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-822
- 2.53%
$22.92 - $28.05 $18.8K - $23.1K
31.7K $889K
MAR
Marriott International Inc

Consumer Cyclical
-261
- 8.09%
$211.12 - $274.14 $55.1K - $71.6K
2.97K $810K
PSTG
Pure Storage, Inc.

Technology
-923
- 12.89%
$37.18 - $57.58 $34.3K - $53.1K
6.24K $359K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-308
- 1.78%
$38.5 - $45.45 $11.9K - $14K
17K $773K
KKR
Kkr & Co. Inc.

Financial Services
-243
- 5.47%
$92.79 - $134.29 $22.5K - $32.6K
4.2K $558K
NKE
Nike, Inc.

Consumer Cyclical
-1.17K
- 6.75%
$53.27 - $72.04 $62.2K - $84.1K
16.1K $1.15M
MAIN
Main Street Capital Corp

Financial Services
-1.09K
- 2.43%
$49.15 - $59.32 $53.8K - $64.9K
43.8K $2.59M
IXUS
Ishares Tr

ETFs
-53
- 0.71%
$62.37 - $77.63 $3.31K - $4.11K
7.37K $570K
FTC
First Tr Lge Cap Growth

ETFs
-328
- 6.34%
$116.97 - $150.97 $38.4K - $49.5K
4.85K $732K
INDA
Ishares Msci India Index Fund

ETFs
-328
- 1.88%
$49.13 - $55.86 $16.1K - $18.3K
17.2K $955K
NUE
Nucor Corp

Basic Materials
-87
- 1.22%
$103.22 - $131.43 $8.98K - $11.4K
7.07K $915K
CDNS
Cadence Design Systems Inc

Technology
-217
- 9.37%
$231.64 - $323.08 $50.3K - $70.1K
2.1K $647K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-79
- 0.74%
$71.86 - $82.66 $5.68K - $6.53K
10.7K $880K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-5
- 0.1%
$101.97 - $126.75 $510 - $634
5.07K $642K
SIL
Global X Silver Miners ETF

ETFs
-1.19K
- 8.83%
$33.97 - $49.02 $40.4K - $58.2K
12.3K $590K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.21K
- 1.25%
$20.84 - $24.54 $25.2K - $29.7K
95.8K $2.35M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-8
- 0.35%
$122.04 - $169.14 $976 - $1.35K
2.29K $387K
XLU
Utilities Sector Spdr

ETFs
-1.96K
- 2.4%
$73.09 - $82.77 $143K - $162K
79.6K $6.5M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-104
- 0.42%
$34.94 - $41.25 $3.63K - $4.29K
24.8K $1.02M
LHX
L3 Harris Technologies, Inc.

Industrials
-61
- 2.86%
$200.21 - $256.99 $12.2K - $15.7K
2.07K $519K
BFH
Bread Financial Holdings, Inc.

Financial Services
-684
- 4.26%
$41.88 - $57.12 $28.6K - $39.1K
15.4K $878K
CDE
Coeur Mining, Inc.

Basic Materials
-3.67K
- 9.85%
$4.81 - $9.46 $17.7K - $34.7K
33.6K $297K
DAL
Delta Air Lines, Inc.

Industrials
-903
- 4.06%
$35.88 - $52.99 $32.4K - $47.8K
21.3K $1.05M
DG
Dollar General Corp

Consumer Defensive
-60
- 1.85%
$86.02 - $114.95 $5.16K - $6.9K
3.19K $364K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-835
- 4.1%
$94.8 - $117.22 $79.2K - $97.9K
19.5K $2.28M
KR
Kroger CO

Consumer Defensive
-295
- 1.12%
$64.62 - $74.0 $19.1K - $21.8K
26.1K $1.87M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.82K
- 0.57%
$105.23 - $109.61 $191K - $199K
316K $34.6M
NET
Cloudflare, Inc.

Technology
-484
- 21.19%
$97.08 - $195.83 $47K - $94.8K
1.8K $352K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-121
- 0.51%
$52.8 - $63.87 $6.39K - $7.73K
23.8K $1.52M
EFG
Msci Eafe Growth ETF

ETFs
-352
- 3.05%
$89.8 - $112.0 $31.6K - $39.4K
11.2K $1.25M
INTU
Intuit Inc

Technology
-23
- 3.4%
$544.07 - $787.63 $12.5K - $18.1K
653 $514K
PNR
Pentair PLC

Industrials
-156
- 2.01%
$76.17 - $103.58 $11.9K - $16.2K
7.62K $782K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-708
- 3.15%
$58.41 - $72.69 $41.4K - $51.5K
21.8K $1.58M
STT
State Street Corp

Financial Services
-57
- 0.86%
$75.33 - $106.34 $4.29K - $6.06K
6.54K $695K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-992
- 3.66%
$45.98 - $56.15 $45.6K - $55.7K
26.1K $1.47M
CARR
Carrier Global Corp

Industrials
-370
- 2.64%
$55.55 - $75.83 $20.6K - $28.1K
13.6K $997K
MCK
Mckesson Corp

Healthcare
-38
- 1.61%
$652.83 - $732.78 $24.8K - $27.8K
2.32K $1.7M
IWS
Ishares Russell Midcap Value E

ETFs
-154
- 0.72%
$110.58 - $132.14 $17K - $20.3K
21.3K $2.82M
IGM
Ishares Expanded Tech Sector E

ETFs
-298
- 4.42%
$79.8 - $112.34 $23.8K - $33.5K
6.44K $723K
CRMD
Cor Medix Inc.

Healthcare
-8.94K
- 24.62%
$5.86 - $16.56 $52.4K - $148K
27.4K $337K
SKYY
First Trust Cloud Computing Et

ETFs
-719
- 6.79%
$89.46 - $121.64 $64.3K - $87.5K
9.87K $1.2M
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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