Sigma Planning shifts ETF holdings in Q3
39 sourcesUpdated Oct 26, 20261 min read
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Sigma Planning Corp made mixed changes to its ETF holdings in the third quarter, according to SEC filings. It opened positions worth about $9.4 million in Fidelity Blue Chip Growth ETF, $7.6 million in Putnam Focused Large Cap Value ETF and $8.2 million in iShares Global 100 ETF. At the same time, it reduced its Vanguard Growth ETF stake by 17% and its Fidelity NASDAQ Composite Index ETF stake by 27.1%.
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Broke dailypolitical.com · Oct 25, 11:25 PM ET37 sources +8h on
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