SPC
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Sigma Planning Corp’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Sigma Planning Corp’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$379K Buy
19,733
+847
+4% +$16.3K 0.01% 956
2025
Q4 		$360K Buy
18,886
+1,716
+10% +$33K 0.01% 940
2025
Q3 		$331K Buy
17,170
+5,673
+49% +$109K 0.01% 994
2025
Q2 		$220K Buy
+11,497
New +$218K 0.01% 1139
2024
Q4 		– Sell
-13,943
Closed -$264K – 1254
2024
Q3 		$264K Buy
13,943
+116
+0.8% +$2.17K 0.01% 1007
2024
Q2 		$256K Buy
13,827
+92
+0.7% +$1.69K 0.01% 985
2024
Q1 		$256K Buy
13,735
+3,306
+32% +$61.3K 0.01% 1029
2023
Q4 		$194K Sell
10,429
-3,262
-24% -$59.4K 0.02% 784
2023
Q3 		$248K Buy
13,691
+897
+7% +$16.4K 0.01% 1005
2023
Q2 		$236K Sell
12,794
-170
-1% -$3.18K 0.01% 1028
2023
Q1 		$247K Sell
12,964
-1,620
-11% -$30.2K 0.01% 1084
2022
Q4 		$269K Sell
14,584
-45,119
-76% -$833K 0.01% 1012
2022
Q3 		$1.09M Buy
+59,703
New +$1.15M 0.04% 428

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LPL Financial
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DJSG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
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PRP
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return