Sigma Planning Corp’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,906	Closed	-$217K	–	1262
2023 Q1	$217K	Sell	6,906 -1,686	-20%	-$52.8K	0.01%	1145
2022 Q4	$266K	Buy	8,592 +172	+2%	+$5.37K	0.01%	1016
2022 Q3	$237K	Buy	8,420 +283	+3%	+$8.67K	0.01%	1044
2022 Q2	$237K	Buy	+8,137	New	+$261K	0.01%	1095

Other funds holding FCPI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sigma Planning Corp's FCPI Position: Q2 2023 in Review

Sigma Planning Corp sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q2 2023, closing a stake of 6,906 shares — an estimated $217K sold.

Sigma Planning Corp first reported a position in FCPI in Q2 2022 and held it in 4 quarters. The position peaked at $266K in Q4 2022. 36 funds tracked by Wall St. Rank hold FCPI as of Q2 2023.

Sigma Planning Corp reported no remaining Fidelity Stocks for Inflation ETF position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 6,906 Fidelity Stocks for Inflation ETF shares in Q2 2023, an estimated $217K.
Sigma Planning Corp first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and held it in 4 quarters.
Sigma Planning Corp's Fidelity Stocks for Inflation ETF position peaked at $266K in Q4 2022.
36 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.