Sigma Planning Corp’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-8,333	Closed	-$314K	–	1388
2022 Q1	$314K	Sell	8,333 -1,825	-18%	-$72.8K	0.01%	1039
2021 Q4	$500K	Sell	10,158 -3	-0%	-$160	0.01%	855
2021 Q3	$538K	Sell	10,161 -1,801	-15%	-$99.6K	0.02%	787
2021 Q2	$683K	Sell	11,962 -1,021	-8%	-$54.9K	0.02%	700
2021 Q1	$677K	Buy	12,983 +978	+8%	+$55.5K	0.02%	648
2020 Q4	$652K	Buy	12,005 +3,625	+43%	+$179K	0.02%	588
2020 Q3	$369K	Buy	+8,380	New	+$351K	0.01%	721

Other funds holding OGIG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Sigma Planning Corp's OGIG Position: Q2 2022 in Review

Sigma Planning Corp sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q2 2022, closing a stake of 8,333 shares — an estimated $314K sold.

Sigma Planning Corp first reported a position in OGIG in Q3 2020 and held it in 7 quarters. The position peaked at $683K in Q2 2021. 65 funds tracked by Wall St. Rank hold OGIG as of Q2 2022.

Sigma Planning Corp reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q2 2022 after selling out during the quarter.
Sigma Planning Corp sold 8,333 ALPS O'Shares Global Internet Giants ETF shares in Q2 2022, an estimated $314K.
Sigma Planning Corp first reported a position in ALPS O'Shares Global Internet Giants ETF in Q3 2020 and held it in 7 quarters.
Sigma Planning Corp's ALPS O'Shares Global Internet Giants ETF position peaked at $683K in Q2 2021.
65 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.