Sigma Planning Corp’s Sarmaya Thematic ETF LENS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.84M	Buy	136,141 +68,455	+101%	+$2.97M	0.15%	136
2026 Q2	$2.63M	Sell	67,686 -2,307	-3%	-$101K	0.07%	301
2026 Q1	$3.21M	Buy	+69,993	New	+$3.19M	0.09%	245

Other funds holding LENS

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

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

Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return

NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

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

Sigma Planning Corp increased its Sarmaya Thematic ETF (LENS) stake by 101% in Q3 2026, buying an estimated $2.97M and bringing the position to 136,141 shares worth $5.84M. The position accounts for 0.15% of the portfolio, ranked #136.

Sigma Planning Corp first reported a position in LENS in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold LENS as of Q3 2026.

Sigma Planning Corp held 136,141 shares of Sarmaya Thematic ETF worth $5.84M as of Q3 2026.
Sigma Planning Corp bought 68,455 Sarmaya Thematic ETF shares in Q3 2026, an estimated $2.97M.
Sarmaya Thematic ETF made up 0.15% of Sigma Planning Corp's portfolio in Q3 2026, its #136 holding.
Sigma Planning Corp first reported a position in Sarmaya Thematic ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held Sarmaya Thematic ETF as of Q3 2026.

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