Sigma Planning Corp
DUSA icon

Sigma Planning Corp’s Davis Select US Equity ETF DUSA Stock Holding History

Sigma Planning Corp’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$567K Buy
10,368
+200
+2% +$11.4K 0.01% 794
2026
Q2 		$571K Sell
10,168
-1,300
-11% -$71.5K 0.01% 852
2026
Q1 		$582K Sell
11,468
-35
-0.3% -$1.81K 0.02% 777
2025
Q4 		$588K Sell
11,503
-47
-0.4% -$2.31K 0.02% 737
2025
Q3 		$553K Buy
+11,550
New +$544K 0.02% 775

Other funds holding DUSA

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $351M AUM 16% 1-Year Est. Return
Melone Private Wealth
Melone Private Wealth Auburn Hills, Michigan $255M AUM 3.23% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Lunt Capital Management
Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Level Four Advisory Services
Level Four Advisory Services Dallas, Texas $3.46B AUM 29.55% 1-Year Est. Return

Sigma Planning Corp's DUSA Position: Q3 2026 in Review

Sigma Planning Corp increased its Davis Select US Equity ETF (DUSA) stake by 2% in Q3 2026, buying an estimated $11.4K and bringing the position to 10,368 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #794.

Sigma Planning Corp first reported a position in DUSA in Q3 2025 and has held it in 5 quarters since. The position peaked at $588K in Q4 2025. 49 funds tracked by Wall St. Rank hold DUSA as of Q3 2026.

  • Sigma Planning Corp held 10,368 shares of Davis Select US Equity ETF worth $567K as of Q3 2026.
  • Sigma Planning Corp bought 200 Davis Select US Equity ETF shares in Q3 2026, an estimated $11.4K.
  • Davis Select US Equity ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #794 holding.
  • Sigma Planning Corp first reported a position in Davis Select US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • Sigma Planning Corp's Davis Select US Equity ETF position peaked at $588K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.