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Sigma Planning Corp’s GraniteShares Platinum Shares PLTM Stock Holding History

Sigma Planning Corp’s Portfolio PLTM Stock Details PLTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$638K Sell
33,724
-171,761
-84% -$3.63M 0.02% 746
2025
Q4 		$4.05M Buy
205,485
+98,457
+92% +$1.61M 0.11% 189
2025
Q3 		$1.62M Buy
+107,028
New +$1.43M 0.05% 375

Other funds holding PLTM

MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Sigma Planning Corp reduced its GraniteShares Platinum Shares (PLTM) stake by 84% in Q1 2026, selling an estimated $3.63M and leaving 33,724 shares worth $638K. The position accounts for 0.02% of the portfolio, ranked #746.

Sigma Planning Corp first reported a position in PLTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.05M in Q4 2025. 53 funds tracked by Wall St. Rank hold PLTM as of Q1 2026.

  • Sigma Planning Corp held 33,724 shares of GraniteShares Platinum Shares worth $638K as of Q1 2026.
  • Sigma Planning Corp sold 171,761 GraniteShares Platinum Shares shares in Q1 2026, an estimated $3.63M.
  • GraniteShares Platinum Shares made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #746 holding.
  • Sigma Planning Corp first reported a position in GraniteShares Platinum Shares in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's GraniteShares Platinum Shares position peaked at $4.05M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q1 2026.

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