Sigma Planning Corp
IAF icon

Sigma Planning Corp’s abrdn Australia Equity Fund IAF Stock Holding History

Sigma Planning Corp’s Portfolio IAF Stock Details IAF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,033
Closed -$55.5K – 1343
2025
Q3 		$55.5K Hold
4,033
– – ﹤0.01% 1276
2025
Q2 		$54.1K Hold
4,033
– – ﹤0.01% 1224
2025
Q1 		$48.8K Hold
4,033
– – ﹤0.01% 1184
2024
Q4 		$50.7K Hold
4,033
– – ﹤0.01% 1146
2024
Q3 		$57K Hold
4,033
– – ﹤0.01% 1188
2024
Q2 		$52.4K Buy
+4,033
New +$51.9K ﹤0.01% 1155
2023
Q2 		– Sell
-4,316
Closed -$56.8K – 1279
2023
Q1 		$56.8K Buy
4,316
+21
+0.5% +$295 ﹤0.01% 1260
2022
Q4 		$56.6K Hold
4,295
– – ﹤0.01% 1224
2022
Q3 		$52K Buy
4,295
+11
+0.3% +$156 ﹤0.01% 1217
2022
Q2 		$59K Buy
4,284
+10
+0.2% +$165 ﹤0.01% 1241
2022
Q1 		$81K Sell
4,274
-1,700
-28% -$29.5K ﹤0.01% 1317
2021
Q4 		$108K Buy
5,974
+2,034
+52% +$36.8K ﹤0.01% 1321
2021
Q3 		$70K Buy
3,940
+10
+0.3% +$189 ﹤0.01% 1333
2021
Q2 		$76K Buy
3,930
+451
+13% +$8.6K ﹤0.01% 1377
2021
Q1 		$61K Buy
+3,479
New +$58K ﹤0.01% 1304

Other funds holding IAF

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AA
Advisory Advocates Grand Rapids, Michigan $117M AUM

Sigma Planning Corp's IAF Position: Q4 2025 in Review

Sigma Planning Corp sold out of abrdn Australia Equity Fund (IAF) in Q4 2025, closing a stake of 4,033 shares — an estimated $55.5K sold.

Sigma Planning Corp first reported a position in IAF in Q1 2021 and held it in 15 quarters. The position peaked at $108K in Q4 2021. 26 funds tracked by Wall St. Rank hold IAF as of Q4 2025.

  • Sigma Planning Corp reported no remaining abrdn Australia Equity Fund position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 4,033 abrdn Australia Equity Fund shares in Q4 2025, an estimated $55.5K.
  • Sigma Planning Corp first reported a position in abrdn Australia Equity Fund in Q1 2021 and held it in 15 quarters.
  • Sigma Planning Corp's abrdn Australia Equity Fund position peaked at $108K in Q4 2021.
  • 26 funds tracked by Wall St. Rank held abrdn Australia Equity Fund as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.