SPC
LVL

Sigma Planning Corp’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

Sigma Planning Corp’s Portfolio LVL Stock Details LVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-14,775
Closed -$169K – 802
2014
Q4 		$169K Buy
+14,775
New +$180K 0.02% 647

Other funds holding LVL

PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sigma Planning Corp's LVL Position: Q1 2015 in Review

Sigma Planning Corp sold out of Invesco S&P Global Dividend Opportunities Index ETF (LVL) in Q1 2015, closing a stake of 14,775 shares — an estimated $169K sold.

Sigma Planning Corp first reported a position in LVL in Q4 2014 and held it in 1 quarter. The position peaked at $169K in Q4 2014. 24 funds tracked by Wall St. Rank hold LVL as of Q1 2015.

  • Sigma Planning Corp reported no remaining Invesco S&P Global Dividend Opportunities Index ETF position as of Q1 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 14,775 Invesco S&P Global Dividend Opportunities Index ETF shares in Q1 2015, an estimated $169K.
  • Sigma Planning Corp first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q4 2014 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco S&P Global Dividend Opportunities Index ETF position peaked at $169K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q1 2015.

Based on Sigma Planning Corp's 13F filing for Q1 2015, filed 23 Apr 2015.