SPC
GARP

Sigma Planning Corp’s iShares MSCI USA Quality GARP ETF GARP Stock Holding History

Sigma Planning Corp’s Portfolio GARP Stock Details GARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$505K Sell
6,121
-122,954
-95% -$9.34M 0.01% 911
2026
Q1 		$8.26M Buy
+129,075
New +$8.76M 0.23% 78
2025
Q4 		– Sell
-3,250
Closed -$213K – 1403
2025
Q3 		$213K Sell
3,250
-11,847
-78% -$740K 0.01% 1194
2025
Q2 		$912K Buy
+15,097
New +$821K 0.03% 528

Other funds holding GARP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return

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

Sigma Planning Corp reduced its iShares MSCI USA Quality GARP ETF (GARP) stake by 95% in Q2 2026, selling an estimated $9.34M and leaving 6,121 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #911.

Sigma Planning Corp first reported a position in GARP in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.26M in Q1 2026. 176 funds tracked by Wall St. Rank hold GARP as of Q2 2026.

  • Sigma Planning Corp held 6,121 shares of iShares MSCI USA Quality GARP ETF worth $505K as of Q2 2026.
  • Sigma Planning Corp sold 122,954 iShares MSCI USA Quality GARP ETF shares in Q2 2026, an estimated $9.34M.
  • iShares MSCI USA Quality GARP ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #911 holding.
  • Sigma Planning Corp first reported a position in iShares MSCI USA Quality GARP ETF in Q2 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's iShares MSCI USA Quality GARP ETF position peaked at $8.26M in Q1 2026.
  • 176 funds tracked by Wall St. Rank held iShares MSCI USA Quality GARP ETF as of Q2 2026.

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