Sigma Planning Corp’s Inspire Capital Appreciation ETF RISN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-8,875	Closed	-$205K	–	1326
2022 Q3	$205K	Sell	8,875 -150	-2%	-$3.56K	0.01%	1112
2022 Q2	$217K	Sell	9,025 -200	-2%	-$4.89K	0.01%	1133
2022 Q1	$235K	Buy	+9,225	New	+$239K	0.01%	1170

Other funds holding RISN

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sigma Planning Corp's RISN Position: Q4 2022 in Review

Sigma Planning Corp sold out of Inspire Capital Appreciation ETF (RISN) in Q4 2022, closing a stake of 8,875 shares — an estimated $205K sold.

Sigma Planning Corp first reported a position in RISN in Q1 2022 and held it in 3 quarters. The position peaked at $235K in Q1 2022. 9 funds tracked by Wall St. Rank hold RISN as of Q4 2022.

Sigma Planning Corp reported no remaining Inspire Capital Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 8,875 Inspire Capital Appreciation ETF shares in Q4 2022, an estimated $205K.
Sigma Planning Corp first reported a position in Inspire Capital Appreciation ETF in Q1 2022 and held it in 3 quarters.
Sigma Planning Corp's Inspire Capital Appreciation ETF position peaked at $235K in Q1 2022.
9 funds tracked by Wall St. Rank held Inspire Capital Appreciation ETF as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.