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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisory Advocates Grand Rapids, Michigan $97.9M 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.