Sigma Planning Corp
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Sigma Planning Corp’s United States Natural Gas Fund UNG Stock Holding History

Sigma Planning Corp’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$185K Buy
17,876
+2,642
+17% +$27.5K ﹤0.01% 1265
2026
Q2 		$179K Buy
15,234
+1,592
+12% +$17.8K ﹤0.01% 1353
2026
Q1 		$160K Buy
13,642
+1,716
+14% +$21.2K ﹤0.01% 1260
2025
Q4 		$146K Buy
+11,926
New +$161K ﹤0.01% 1245
2025
Q1 		– Sell
-14,049
Closed -$236K – 1282
2024
Q4 		$236K Sell
14,049
-5,424
-28% -$77.6K 0.01% 1023
2024
Q3 		$318K Buy
+19,473
New +$282K 0.01% 934
2023
Q3 		– Sell
-2,854
Closed -$84.7K – 1306
2023
Q2 		$84.7K Sell
2,854
-1,599
-36% -$43.3K ﹤0.01% 1153
2023
Q1 		$124K Buy
4,453
+811
+22% +$29.4K ﹤0.01% 1227
2022
Q4 		$205K Sell
3,642
-1,002
-22% -$79.6K 0.01% 1121
2022
Q3 		$434K Sell
4,644
-597
-11% -$65.4K 0.02% 790
2022
Q2 		$399K Buy
+5,241
New +$540K 0.01% 855
2021
Q1 		– Sell
-14,356
Closed -$528K – 1412
2020
Q4 		$528K Buy
+14,356
New +$619K 0.02% 675
2020
Q3 		– Sell
-12,748
Closed -$523K – 1165
2020
Q2 		$523K Buy
+12,748
New +$607K 0.02% 572

Other funds holding UNG

Wealth Enhancement Advisory Services
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Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
AmeriServ Wealth Advisors
AmeriServ Wealth Advisors Johnstown, Pennsylvania $126M AUM 14.57% 1-Year Est. Return
Chiron Capital Management
Chiron Capital Management Tallahassee, Florida $101M AUM
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return
Farmers & Merchants Trust Co of Chambersburg PA
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return

Sigma Planning Corp's UNG Position: Q3 2026 in Review

Sigma Planning Corp increased its United States Natural Gas Fund (UNG) stake by 17% in Q3 2026, buying an estimated $27.5K and bringing the position to 17,876 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Sigma Planning Corp first reported a position in UNG in Q2 2020 and has held it in 13 quarters since. The position peaked at $528K in Q4 2020. 21 funds tracked by Wall St. Rank hold UNG as of Q3 2026.

  • Sigma Planning Corp held 17,876 shares of United States Natural Gas Fund worth $185K as of Q3 2026.
  • Sigma Planning Corp bought 2,642 United States Natural Gas Fund shares in Q3 2026, an estimated $27.5K.
  • United States Natural Gas Fund made up ﹤0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1265 holding.
  • Sigma Planning Corp first reported a position in United States Natural Gas Fund in Q2 2020 and has held it in 13 quarters since.
  • Sigma Planning Corp's United States Natural Gas Fund position peaked at $528K in Q4 2020.
  • 21 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.