Sigma Planning Corp’s iShares Copper and Metals Mining ETF ICOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$497K	Sell	9,523 -3,007	-24%	-$160K	0.01%	838
2026 Q2	$617K	Buy	12,530 +249	+2%	+$13K	0.02%	819
2026 Q1	$584K	Buy	12,281 +709	+6%	+$35.8K	0.02%	774
2025 Q4	$513K	Buy	+11,572	New	+$461K	0.01%	787

Other funds holding ICOP

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Nixon Peabody Trust Boston, Massachusetts $1.54B AUM 24.76% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $325M AUM 18.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bradley & Co Private Wealth Management Miami, Florida $219M AUM 16.76% 1-Year Est. Return

Sigma Planning Corp's ICOP Position: Q3 2026 in Review

Sigma Planning Corp reduced its iShares Copper and Metals Mining ETF (ICOP) stake by 24% in Q3 2026, selling an estimated $160K and leaving 9,523 shares worth $497K. The position accounts for 0.01% of the portfolio, ranked #838.

Sigma Planning Corp first reported a position in ICOP in Q4 2025 and has held it in 4 quarters since. The position peaked at $617K in Q2 2026. 19 funds tracked by Wall St. Rank hold ICOP as of Q3 2026.

Sigma Planning Corp held 9,523 shares of iShares Copper and Metals Mining ETF worth $497K as of Q3 2026.
Sigma Planning Corp sold 3,007 iShares Copper and Metals Mining ETF shares in Q3 2026, an estimated $160K.
iShares Copper and Metals Mining ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #838 holding.
Sigma Planning Corp first reported a position in iShares Copper and Metals Mining ETF in Q4 2025 and has held it in 4 quarters since.
Sigma Planning Corp's iShares Copper and Metals Mining ETF position peaked at $617K in Q2 2026.
19 funds tracked by Wall St. Rank held iShares Copper and Metals Mining ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.