Sigma Planning Corp’s FlexShares International Quality Dividend Dynamic Index Fund 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 $757B AUM 28.64% 1-Year Est. Return

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

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 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 $2.1B AUM 21.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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 $2.63B AUM 21.3% 1-Year Est. Return

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

Sigma Planning Corp sold out of FlexShares International Quality Dividend Dynamic Index Fund (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 FlexShares International Quality Dividend Dynamic Index Fund position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 15,080 FlexShares International Quality Dividend Dynamic Index Fund shares in Q2 2022, an estimated $432K.
Sigma Planning Corp first reported a position in FlexShares International Quality Dividend Dynamic Index Fund in Q2 2021 and held it in 4 quarters.
Sigma Planning Corp's FlexShares International Quality Dividend Dynamic Index Fund position peaked at $962K in Q4 2021.
30 funds tracked by Wall St. Rank held FlexShares International Quality Dividend Dynamic Index Fund as of Q2 2022.

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