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Sigma Planning Corp’s iShares Investment Grade Corporate Bond BuyWrite Strategy ETF LQDW Stock Holding History

Sigma Planning Corp’s Portfolio LQDW Stock Details LQDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,339
Closed -$567K – 1235
2024
Q1 		$567K Buy
+19,339
New +$567K 0.02% 718

Other funds holding LQDW

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sigma Planning Corp's LQDW Position: Q2 2024 in Review

Sigma Planning Corp sold out of iShares Investment Grade Corporate Bond BuyWrite Strategy ETF (LQDW) in Q2 2024, closing a stake of 19,339 shares — an estimated $567K sold.

Sigma Planning Corp first reported a position in LQDW in Q1 2024 and held it in 1 quarter. The position peaked at $567K in Q1 2024. 26 funds tracked by Wall St. Rank hold LQDW as of Q2 2024.

  • Sigma Planning Corp reported no remaining iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 19,339 iShares Investment Grade Corporate Bond BuyWrite Strategy ETF shares in Q2 2024, an estimated $567K.
  • Sigma Planning Corp first reported a position in iShares Investment Grade Corporate Bond BuyWrite Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Sigma Planning Corp's iShares Investment Grade Corporate Bond BuyWrite Strategy ETF position peaked at $567K in Q1 2024.
  • 26 funds tracked by Wall St. Rank held iShares Investment Grade Corporate Bond BuyWrite Strategy ETF as of Q2 2024.

Based on Sigma Planning Corp's 13F filing for Q2 2024, filed 6 Aug 2024.