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Sigma Planning Corp’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Sigma Planning Corp’s Portfolio DVAL Stock Details DVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,727
Closed -$214K – 1313
2022
Q4 		$214K Buy
+18,727
New +$236K 0.01% 1108

Other funds holding DVAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's DVAL Position: Q1 2023 in Review

Sigma Planning Corp sold out of BrandywineGLOBAL Dynamic US Large Cap Value ETF (DVAL) in Q1 2023, closing a stake of 18,727 shares — an estimated $214K sold.

Sigma Planning Corp first reported a position in DVAL in Q4 2022 and held it in 1 quarter. The position peaked at $214K in Q4 2022. 11 funds tracked by Wall St. Rank hold DVAL as of Q1 2023.

  • Sigma Planning Corp reported no remaining BrandywineGLOBAL Dynamic US Large Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 18,727 BrandywineGLOBAL Dynamic US Large Cap Value ETF shares in Q1 2023, an estimated $214K.
  • Sigma Planning Corp first reported a position in BrandywineGLOBAL Dynamic US Large Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • Sigma Planning Corp's BrandywineGLOBAL Dynamic US Large Cap Value ETF position peaked at $214K in Q4 2022.
  • 11 funds tracked by Wall St. Rank held BrandywineGLOBAL Dynamic US Large Cap Value ETF as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.