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 $1.44B AUM 26.8% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.