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Sigma Planning Corp’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Sigma Planning Corp’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.7M Buy
130,266
+20,345
+19% +$771K 0.13% 166
2025
Q4 		$4.1M Buy
+109,921
New +$4M 0.11% 185

Other funds holding BLCV

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
EL
EQ LLC Bellevue, Washington $355M AUM 20.61% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $287M AUM 11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MP
McDonald Partners Cleveland, Ohio $424M AUM 29.07% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM

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

Sigma Planning Corp increased its BlackRock Large Cap Value ETF (BLCV) stake by 19% in Q1 2026, buying an estimated $771K and bringing the position to 130,266 shares worth $4.7M. The position accounts for 0.13% of the portfolio, ranked #166.

Sigma Planning Corp first reported a position in BLCV in Q4 2025 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold BLCV as of Q1 2026.

  • Sigma Planning Corp held 130,266 shares of BlackRock Large Cap Value ETF worth $4.7M as of Q1 2026.
  • Sigma Planning Corp bought 20,345 BlackRock Large Cap Value ETF shares in Q1 2026, an estimated $771K.
  • BlackRock Large Cap Value ETF made up 0.13% of Sigma Planning Corp's portfolio in Q1 2026, its #166 holding.
  • Sigma Planning Corp first reported a position in BlackRock Large Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 30 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q1 2026.

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