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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $290M AUM 15.6% 1-Year Est. Return

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

Sigma Planning Corp reduced its Davis Select US Equity ETF (DUSA) stake by 0.3% in Q1 2026, selling an estimated $1.81K and leaving 11,468 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #777.

Sigma Planning Corp first reported a position in DUSA in Q3 2025 and has held it in 3 quarters since. The position peaked at $588K in Q4 2025. 75 funds tracked by Wall St. Rank hold DUSA as of Q1 2026.

  • Sigma Planning Corp held 11,468 shares of Davis Select US Equity ETF worth $582K as of Q1 2026.
  • Sigma Planning Corp sold 35 Davis Select US Equity ETF shares in Q1 2026, an estimated $1.81K.
  • Davis Select US Equity ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #777 holding.
  • Sigma Planning Corp first reported a position in Davis Select US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's Davis Select US Equity ETF position peaked at $588K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2026.

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