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Sigma Planning Corp’s Heartbeam BEAT Stock Holding History

Sigma Planning Corp’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$162K Buy
132,550
+70,900
+115% +$113K ﹤0.01% 1258
2025
Q4 		$148K Buy
61,650
+19,250
+45% +$33K ﹤0.01% 1244
2025
Q3 		$70K Sell
42,400
-31,450
-43% -$40.4K ﹤0.01% 1269
2025
Q2 		$92.3K Buy
73,850
+400
+0.5% +$664 ﹤0.01% 1212
2025
Q1 		$148K Buy
+73,450
New +$156K ﹤0.01% 1141

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Sigma Planning Corp's BEAT Position: Q1 2026 in Review

Sigma Planning Corp increased its Heartbeam (BEAT) stake by 115% in Q1 2026, buying an estimated $113K and bringing the position to 132,550 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Sigma Planning Corp first reported a position in BEAT in Q1 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Sigma Planning Corp held 132,550 shares of Heartbeam worth $162K as of Q1 2026.
  • Sigma Planning Corp bought 70,900 Heartbeam shares in Q1 2026, an estimated $113K.
  • Heartbeam made up ﹤0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1258 holding.
  • Sigma Planning Corp first reported a position in Heartbeam in Q1 2025 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.