SPC
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Sigma Planning Corp’s T. Rowe Price Blue Chip Growth ETF TCHP Stock Holding History

Sigma Planning Corp’s Portfolio TCHP Stock Details TCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$920K Sell
20,831
-30,806
-60% -$1.46M 0.03% 594
2025
Q4 		$2.57M Buy
51,637
+32,336
+168% +$1.6M 0.07% 279
2025
Q3 		$943K Buy
19,301
+1,134
+6% +$53.4K 0.03% 551
2025
Q2 		$824K Sell
18,167
-40,506
-69% -$1.65M 0.02% 565
2025
Q1 		$2.23M Buy
58,673
+1,294
+2% +$53.9K 0.07% 265
2024
Q4 		$2.42M Buy
57,379
+5,539
+11% +$230K 0.08% 249
2024
Q3 		$2.05M Sell
51,840
-4,603
-8% -$176K 0.06% 283
2024
Q2 		$2.19M Buy
56,443
+4,182
+8% +$151K 0.07% 266
2024
Q1 		$1.84M Buy
52,261
+24,491
+88% +$819K 0.06% 333
2023
Q4 		$859K Sell
27,770
-4,298
-13% -$125K 0.07% 300
2023
Q3 		$871K Buy
+32,068
New +$899K 0.03% 504

Other funds holding TCHP

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return