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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
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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Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Sigma Planning Corp's LQDT Position: Q1 2026 in Review

Sigma Planning Corp reduced its Liquidity Services (LQDT) stake by 2.5% in Q1 2026, selling an estimated $9.33K and leaving 11,700 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #977.

Sigma Planning Corp first reported a position in LQDT in Q3 2025 and has held it in 3 quarters since. The position peaked at $364K in Q4 2025. 188 funds tracked by Wall St. Rank hold LQDT as of Q1 2026.

  • Sigma Planning Corp held 11,700 shares of Liquidity Services worth $358K as of Q1 2026.
  • Sigma Planning Corp sold 300 Liquidity Services shares in Q1 2026, an estimated $9.33K.
  • Liquidity Services made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #977 holding.
  • Sigma Planning Corp first reported a position in Liquidity Services in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's Liquidity Services position peaked at $364K in Q4 2025.
  • 188 funds tracked by Wall St. Rank held Liquidity Services as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.