Sigma Planning Corp’s Invivyd IVVD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.6K	Buy	+11,000	New	+$8.71K	﹤0.01%	1324

Other funds holding IVVD

Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

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

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Sigma Planning Corp opened a new position in Invivyd (IVVD) in Q3 2026: 11,000 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #1324 among its holdings.

13 funds tracked by Wall St. Rank hold IVVD as of Q3 2026.

Sigma Planning Corp held 11,000 shares of Invivyd worth $9.6K as of Q3 2026.
Invivyd was a new Sigma Planning Corp position in Q3 2026.
Invivyd made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1324 holding.
13 funds tracked by Wall St. Rank held Invivyd as of Q3 2026.

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