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 Q3	$684K	Buy	10,255 +2,939	+40%	+$261K	0.02%	716
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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $377M AUM 28.32% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Sigma Planning Corp's EPU Position: Q3 2026 in Review

Sigma Planning Corp increased its iShares MSCI Peru and Global Exposure ETF (EPU) stake by 40% in Q3 2026, buying an estimated $261K and bringing the position to 10,255 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #716.

Sigma Planning Corp first reported a position in EPU in Q1 2025 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold EPU as of Q3 2026.

Sigma Planning Corp held 10,255 shares of iShares MSCI Peru and Global Exposure ETF worth $684K as of Q3 2026.
Sigma Planning Corp bought 2,939 iShares MSCI Peru and Global Exposure ETF shares in Q3 2026, an estimated $261K.
iShares MSCI Peru and Global Exposure ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #716 holding.
Sigma Planning Corp first reported a position in iShares MSCI Peru and Global Exposure ETF in Q1 2025 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held iShares MSCI Peru and Global Exposure ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.