Sigma Planning Corp’s Northern Trust International Quality Dividend Dynamic ETF IQDY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-15,080	Closed	-$432K	–	1367
2022 Q1	$432K	Sell	15,080 -16,645	-52%	-$489K	0.01%	897
2021 Q4	$962K	Buy	31,725 +8,910	+39%	+$270K	0.03%	560
2021 Q3	$680K	Buy	22,815 +4,792	+27%	+$148K	0.02%	686
2021 Q2	$560K	Buy	+18,023	New	+$568K	0.02%	783

Other funds holding IQDY

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

ZIMP

Zimmermann Investment Management & Planning New Cumberland, Pennsylvania $2.27M AUM 29.81% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

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

Sigma Planning Corp sold out of Northern Trust International Quality Dividend Dynamic ETF (IQDY) in Q2 2022, closing a stake of 15,080 shares — an estimated $432K sold.

Sigma Planning Corp first reported a position in IQDY in Q2 2021 and held it in 4 quarters. The position peaked at $962K in Q4 2021. 30 funds tracked by Wall St. Rank hold IQDY as of Q2 2022.

Sigma Planning Corp reported no remaining Northern Trust International Quality Dividend Dynamic ETF position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 15,080 Northern Trust International Quality Dividend Dynamic ETF shares in Q2 2022, an estimated $432K.
Sigma Planning Corp first reported a position in Northern Trust International Quality Dividend Dynamic ETF in Q2 2021 and held it in 4 quarters.
Sigma Planning Corp's Northern Trust International Quality Dividend Dynamic ETF position peaked at $962K in Q4 2021.
30 funds tracked by Wall St. Rank held Northern Trust International Quality Dividend Dynamic ETF as of Q2 2022.

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