Sigma Planning Corp
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Sigma Planning Corp’s Liquidity Services LQDT Stock Holding History

Sigma Planning Corp’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$203K Buy
+4,750
New +$195K 0.01% 1252
2026
Q2 		– Sell
-11,700
Closed -$358K – 1451
2026
Q1 		$358K Sell
11,700
-300
-3% -$9.33K 0.01% 977
2025
Q4 		$364K Sell
12,000
-900
-7% -$24.2K 0.01% 937
2025
Q3 		$354K Buy
+12,900
New +$332K 0.01% 964

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Access Investment Management
Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return
North Star Investment Management
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Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

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

Sigma Planning Corp opened a new position in Liquidity Services (LQDT) in Q3 2026: 4,750 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #1252 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in LQDT as recently as Q1 2026.

Sigma Planning Corp first reported a position in LQDT in Q3 2025 and has held it in 4 quarters since. The position peaked at $364K in Q4 2025. 63 funds tracked by Wall St. Rank hold LQDT as of Q3 2026.

  • Sigma Planning Corp held 4,750 shares of Liquidity Services worth $203K as of Q3 2026.
  • Liquidity Services was a new Sigma Planning Corp position in Q3 2026.
  • Liquidity Services made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1252 holding.
  • Sigma Planning Corp first reported a position in Liquidity Services in Q3 2025 and has held it in 4 quarters since.
  • Sigma Planning Corp's Liquidity Services position peaked at $364K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Liquidity Services as of Q3 2026.

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