Sigma Planning Corp
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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
Q3 		$423K Sell
25,894
-2,818
-10% -$46.6K 0.01% 921
2026
Q2 		$429K Sell
28,712
-5,012
-15% -$92.2K 0.01% 983
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

Kestra Private Wealth Services
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Compass Financial Management
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City Holding Co
City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Costello Asset Management
Costello Asset Management Feasterville, Pennsylvania $332M AUM 19.63% 1-Year Est. Return
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust Saint Louis, Missouri $1.51B AUM 17.86% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Sigma Planning Corp's PLTM Position: Q3 2026 in Review

Sigma Planning Corp reduced its GraniteShares Platinum Shares (PLTM) stake by 9.8% in Q3 2026, selling an estimated $46.6K and leaving 25,894 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #921.

Sigma Planning Corp first reported a position in PLTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.05M in Q4 2025. 12 funds tracked by Wall St. Rank hold PLTM as of Q3 2026.

  • Sigma Planning Corp held 25,894 shares of GraniteShares Platinum Shares worth $423K as of Q3 2026.
  • Sigma Planning Corp sold 2,818 GraniteShares Platinum Shares shares in Q3 2026, an estimated $46.6K.
  • GraniteShares Platinum Shares made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #921 holding.
  • Sigma Planning Corp first reported a position in GraniteShares Platinum Shares in Q3 2025 and has held it in 5 quarters since.
  • Sigma Planning Corp's GraniteShares Platinum Shares position peaked at $4.05M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held GraniteShares Platinum Shares as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.