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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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Sigma Planning Corp reduced its FT Vest Gold Strategy Quarterly Buffer ETF (BGLD) stake by 2.8% in Q1 2026, selling an estimated $23.5K and leaving 45,608 shares worth $782K. The position accounts for 0.02% of the portfolio, ranked #667.

Sigma Planning Corp first reported a position in BGLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 32 funds tracked by Wall St. Rank hold BGLD as of Q1 2026.

  • Sigma Planning Corp held 45,608 shares of FT Vest Gold Strategy Quarterly Buffer ETF worth $782K as of Q1 2026.
  • Sigma Planning Corp sold 1,316 FT Vest Gold Strategy Quarterly Buffer ETF shares in Q1 2026, an estimated $23.5K.
  • FT Vest Gold Strategy Quarterly Buffer ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #667 holding.
  • Sigma Planning Corp first reported a position in FT Vest Gold Strategy Quarterly Buffer ETF in Q3 2024 and has held it in 7 quarters since.
  • Sigma Planning Corp's FT Vest Gold Strategy Quarterly Buffer ETF position peaked at $1.12M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held FT Vest Gold Strategy Quarterly Buffer ETF as of Q1 2026.

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