Sigma Planning Corp’s Inspire Corporate Bond ETF IBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-11,978	Closed	-$292K	–	1078
2020 Q1	$292K	Buy	11,978 +1,246	+12%	+$31.7K	0.02%	658
2019 Q4	$276K	Buy	10,732 +732	+7%	+$18.8K	0.01%	837
2019 Q3	$257K	Hold	10,000	–	–	0.01%	833
2019 Q2	$256K	Buy	+10,000	New	+$252K	0.01%	806

Other funds holding IBD

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Sigma Planning Corp's IBD Position: Q2 2020 in Review

Sigma Planning Corp sold out of Inspire Corporate Bond ETF (IBD) in Q2 2020, closing a stake of 11,978 shares — an estimated $292K sold.

Sigma Planning Corp first reported a position in IBD in Q2 2019 and held it in 4 quarters. The position peaked at $292K in Q1 2020. 32 funds tracked by Wall St. Rank hold IBD as of Q2 2020.

Sigma Planning Corp reported no remaining Inspire Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Sigma Planning Corp sold 11,978 Inspire Corporate Bond ETF shares in Q2 2020, an estimated $292K.
Sigma Planning Corp first reported a position in Inspire Corporate Bond ETF in Q2 2019 and held it in 4 quarters.
Sigma Planning Corp's Inspire Corporate Bond ETF position peaked at $292K in Q1 2020.
32 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2020.

Based on Sigma Planning Corp's 13F filing for Q2 2020, filed 31 Jul 2020.