Sigma Planning Corp’s FT Vest Gold Strategy Quarterly Buffer ETF BGLD Stock Holding History

Sigma Planning Corp’s Portfolio BGLD Stock Details BGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$742K	Sell	45,540 -68	-0.1%	-$1.16K	0.02%	724
2026 Q1	$782K	Sell	45,608 -1,316	-3%	-$23.5K	0.02%	667
2025 Q4	$803K	Buy	46,924 +111	+0.2%	+$2.66K	0.02%	616
2025 Q3	$1.12M	Sell	46,813 -3,257	-7%	-$72.5K	0.03%	488
2025 Q2	$1.07M	Sell	50,070 -2,687	-5%	-$57.3K	0.03%	479
2025 Q1	$1.11M	Buy	52,757 +23,819	+82%	+$471K	0.04%	461
2024 Q4	$531K	Buy	28,938 +8,491	+42%	+$182K	0.02%	722
2024 Q3	$461K	Buy	+20,447	New	+$440K	0.01%	770

Other funds holding BGLD

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Sigma Planning Corp's BGLD Position: Q2 2026 in Review

Sigma Planning Corp reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 0.15% in Q2 2026, selling an estimated $1.16K and leaving 45,540 shares worth $742K. The position accounts for 0.02% of the portfolio, ranked #724.

Sigma Planning Corp first reported a position in BGLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q3 2025. 37 funds tracked by Wall St. Rank hold BGLD as of Q2 2026.

Sigma Planning Corp held 45,540 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $742K as of Q2 2026.
Sigma Planning Corp sold 68 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q2 2026, an estimated $1.16K.
FT Vest Gold Strategy Quarterly Buffer ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #724 holding.
Sigma Planning Corp first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2024 and has held it in 8 quarters since.
Sigma Planning Corp's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $1.12M in Q3 2025.
37 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.