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Sigma Planning Corp’s iShares MSCI Peru and Global Exposure ETF EPU Stock Holding History

Sigma Planning Corp’s Portfolio EPU Stock Details EPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$611K Buy
7,316
+2,012
+38% +$168K 0.02% 825
2026
Q1 		$428K Buy
5,304
+22
+0.4% +$1.86K 0.01% 898
2025
Q4 		$382K Sell
5,282
-3,013
-36% -$195K 0.01% 909
2025
Q3 		$510K Buy
8,295
+505
+6% +$26.7K 0.01% 806
2025
Q2 		$379K Buy
7,790
+1,814
+30% +$82.4K 0.01% 899
2025
Q1 		$262K Buy
+5,976
New +$249K 0.01% 1007

Other funds holding EPU

NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IC
Innealta Capital Austin, Texas $187M AUM 26.22% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $281M AUM 36.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return

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

Sigma Planning Corp increased its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 38% in Q2 2026, buying an estimated $168K and bringing the position to 7,316 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #825.

Sigma Planning Corp first reported a position in EPU in Q1 2025 and has held it in 6 quarters since. 30 funds tracked by Wall St. Rank hold EPU as of Q2 2026.

  • Sigma Planning Corp held 7,316 shares of iShares MSCI Peru and Global Exposure ETF worth $611K as of Q2 2026.
  • Sigma Planning Corp bought 2,012 iShares MSCI Peru and Global Exposure ETF shares in Q2 2026, an estimated $168K.
  • iShares MSCI Peru and Global Exposure ETF made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #825 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2025 and has held it in 6 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q2 2026.

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