Sigma Planning Corp’s Renaissance IPO ETF IPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,890	Closed	-$304K	–	1366
2022 Q1	$304K	Buy	6,890 +3,080	+81%	+$140K	0.01%	1053
2021 Q4	$220K	Hold	3,810	–	–	0.01%	1240
2021 Q3	$245K	Hold	3,810	–	–	0.01%	1157
2021 Q2	$252K	Sell	3,810 -128	-3%	-$7.94K	0.01%	1184
2021 Q1	$245K	Buy	3,938 +209	+6%	+$14.1K	0.01%	1104
2020 Q4	$240K	Buy	+3,729	New	+$220K	0.01%	1004

Other funds holding IPO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Sigma Planning Corp's IPO Position: Q2 2022 in Review

Sigma Planning Corp sold out of Renaissance IPO ETF (IPO) in Q2 2022, closing a stake of 6,890 shares — an estimated $304K sold.

Sigma Planning Corp first reported a position in IPO in Q4 2020 and held it in 6 quarters. The position peaked at $304K in Q1 2022. 84 funds tracked by Wall St. Rank hold IPO as of Q2 2022.

Sigma Planning Corp reported no remaining Renaissance IPO ETF position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 6,890 Renaissance IPO ETF shares in Q2 2022, an estimated $304K.
Sigma Planning Corp first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 6 quarters.
Sigma Planning Corp's Renaissance IPO ETF position peaked at $304K in Q1 2022.
84 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.