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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

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

Sigma Planning Corp reduced its Davis Select US Equity ETF (DUSA) stake by 11% in Q2 2026, selling an estimated $71.5K and leaving 10,168 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #852.

Sigma Planning Corp first reported a position in DUSA in Q3 2025 and has held it in 4 quarters since. The position peaked at $588K in Q4 2025. 85 funds tracked by Wall St. Rank hold DUSA as of Q2 2026.

Sigma Planning Corp held 10,168 shares of Davis Select US Equity ETF worth $571K as of Q2 2026.
Sigma Planning Corp sold 1,300 Davis Select US Equity ETF shares in Q2 2026, an estimated $71.5K.
Davis Select US Equity ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #852 holding.
Sigma Planning Corp first reported a position in Davis Select US Equity ETF in Q3 2025 and has held it in 4 quarters since.
Sigma Planning Corp's Davis Select US Equity ETF position peaked at $588K in Q4 2025.
85 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2026.

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