Sigma Planning Corp’s Dynex Capital DX Stock Holding History

Sigma Planning Corp’s Portfolio DX Stock Details DX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-17,587	Closed	-$229K	–	1266
2025 Q1	$229K	Buy	+17,587	New	+$236K	0.01%	1069

Other funds holding DX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Sigma Planning Corp's DX Position: Q2 2025 in Review

Sigma Planning Corp sold out of Dynex Capital (DX) in Q2 2025, closing a stake of 17,587 shares — an estimated $229K sold.

Sigma Planning Corp first reported a position in DX in Q1 2025 and held it in 1 quarter. The position peaked at $229K in Q1 2025. 201 funds tracked by Wall St. Rank hold DX as of Q2 2025.

Sigma Planning Corp reported no remaining Dynex Capital position as of Q2 2025 after selling out during the quarter.
Sigma Planning Corp sold 17,587 Dynex Capital shares in Q2 2025, an estimated $229K.
Sigma Planning Corp first reported a position in Dynex Capital in Q1 2025 and held it in 1 quarter.
Sigma Planning Corp's Dynex Capital position peaked at $229K in Q1 2025.
201 funds tracked by Wall St. Rank held Dynex Capital as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.