Sigma Planning Corp
IDUB icon

Sigma Planning Corp’s Aptus International Enhanced Yield ETF IDUB Stock Holding History

Sigma Planning Corp’s Portfolio IDUB Stock Details IDUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,169
Closed -$244K – 1301
2022
Q2 		$244K Buy
12,169
+2,761
+29% +$58.6K 0.01% 1081
2022
Q1 		$214K Buy
+9,408
New +$219K 0.01% 1220

Other funds holding IDUB

Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Guardian Wealth Advisors (North Carolina)
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return
Sugarloaf Wealth Management
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Derbend Asset Management
Derbend Asset Management Peachtree City, Georgia $203M AUM 22.97% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
One Plus One Wealth Management
One Plus One Wealth Management Jupiter, Florida $239M AUM 13.66% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
MBE Wealth Management
MBE Wealth Management Tomah, Wisconsin $284M AUM 14.68% 1-Year Est. Return

Sigma Planning Corp's IDUB Position: Q3 2022 in Review

Sigma Planning Corp sold out of Aptus International Enhanced Yield ETF (IDUB) in Q3 2022, closing a stake of 12,169 shares — an estimated $244K sold.

Sigma Planning Corp first reported a position in IDUB in Q1 2022 and held it in 2 quarters. The position peaked at $244K in Q2 2022. 17 funds tracked by Wall St. Rank hold IDUB as of Q3 2022.

  • Sigma Planning Corp reported no remaining Aptus International Enhanced Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 12,169 Aptus International Enhanced Yield ETF shares in Q3 2022, an estimated $244K.
  • Sigma Planning Corp first reported a position in Aptus International Enhanced Yield ETF in Q1 2022 and held it in 2 quarters.
  • Sigma Planning Corp's Aptus International Enhanced Yield ETF position peaked at $244K in Q2 2022.
  • 17 funds tracked by Wall St. Rank held Aptus International Enhanced Yield ETF as of Q3 2022.

Based on Sigma Planning Corp's 13F filing for Q3 2022, filed 10 Nov 2022.