Sigma Planning Corp’s TCW Strategic Income Fund TSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Hold	41,952	–	–	﹤0.01%	1343
2026 Q1	$188K	Hold	41,952	–	–	0.01%	1251
2025 Q4	$207K	Hold	41,952	–	–	0.01%	1212
2025 Q3	$206K	Hold	41,952	–	–	0.01%	1208
2025 Q2	$205K	Hold	41,952	–	–	0.01%	1170
2025 Q1	$204K	Hold	41,952	–	–	0.01%	1120
2024 Q4	$202K	Hold	41,952	–	–	0.01%	1094
2024 Q3	$215K	Hold	41,952	–	–	0.01%	1102
2024 Q2	$199K	Buy	41,952 +1	+0%	+$5	0.01%	1098
2024 Q1	$202K	Buy	41,951 +30,090	+254%	+$141K	0.01%	1134
2023 Q4	$54.4K	Sell	11,861 -30,090	-72%	-$140K	﹤0.01%	823
2023 Q3	$192K	Buy	41,951 +293	+0.7%	+$1.36K	0.01%	1100
2023 Q2	$193K	Sell	41,658 -5,000	-11%	-$23.4K	0.01%	1107
2023 Q1	$218K	Hold	46,658	–	–	0.01%	1141
2022 Q4	$216K	Sell	46,658 -1,100	-2%	-$5.16K	0.01%	1106
2022 Q3	$225K	Hold	47,758	–	–	0.01%	1073
2022 Q2	$231K	Buy	47,758 +600	+1%	+$2.97K	0.01%	1106
2022 Q1	$243K	Hold	47,158	–	–	0.01%	1159
2021 Q4	$272K	Buy	47,158 +586	+1%	+$3.38K	0.01%	1136
2021 Q3	$267K	Sell	46,572 -7,496	-14%	-$43.8K	0.01%	1121
2021 Q2	$320K	Sell	54,068 -3,344	-6%	-$19.3K	0.01%	1048
2021 Q1	$327K	Sell	57,412 -7,550	-12%	-$42.4K	0.01%	938
2020 Q4	$370K	Buy	64,962 +11	+0%	+$62	0.01%	798
2020 Q3	$365K	Buy	64,951 +15	+0%	+$86	0.01%	727
2020 Q2	$355K	Sell	64,936 -17,321	-21%	-$95.1K	0.02%	718
2020 Q1	$425K	Buy	82,257 +39,335	+92%	+$220K	0.03%	540
2019 Q4	$248K	Buy	42,922 +5,000	+13%	+$28.9K	0.01%	882
2019 Q3	$215K	Hold	37,922	–	–	0.01%	897
2019 Q2	$218K	Hold	37,922	–	–	0.01%	876
2019 Q1	$209K	Hold	37,922	–	–	0.01%	838
2018 Q4	$200K	Buy	37,922 +5,951	+19%	+$32.3K	0.01%	770
2018 Q3	$179K	Hold	31,971	–	–	0.01%	888
2018 Q2	$176K	Buy	31,971 +604	+2%	+$3.29K	0.01%	838
2018 Q1	$175K	Buy	31,367 +8,000	+34%	+$44.1K	0.01%	791
2017 Q4	$137K	Buy	+23,367	New	+$132K	0.01%	806
2015 Q2	–	Sell	-18,628	Closed	-$101K	–	769
2015 Q1	$101K	Sell	18,628 -3,564	-16%	-$19.3K	0.01%	713
2014 Q4	$120K	Buy	+22,192	New	+$122K	0.02%	674

Other funds holding TSI

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

JWM

JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $468M AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sigma Planning Corp's TSI Position: Q2 2026 in Review

Sigma Planning Corp held its TCW Strategic Income Fund (TSI) position steady in Q2 2026 at 41,952 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Sigma Planning Corp first reported a position in TSI in Q4 2014 and has held it in 37 quarters since. The position peaked at $425K in Q1 2020. 69 funds tracked by Wall St. Rank hold TSI as of Q2 2026.

Sigma Planning Corp held 41,952 shares of TCW Strategic Income Fund worth $189K as of Q2 2026.
Sigma Planning Corp left its TCW Strategic Income Fund share count unchanged in Q2 2026.
TCW Strategic Income Fund made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1343 holding.
Sigma Planning Corp first reported a position in TCW Strategic Income Fund in Q4 2014 and has held it in 37 quarters since.
Sigma Planning Corp's TCW Strategic Income Fund position peaked at $425K in Q1 2020.
69 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.