Ownership history in Sigma Planning Corp · 23 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in INVESCO EXCHANGE TRADED FD T (PSL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 3,190 | -13 | -0.4% | 0.01% | $320K | $100.43 |
| 2025 Q3 | UNCHANGED | 3,203 | — | 0% | 0.01% | $352K | $109.67 |
| 2025 Q2 | ADDED | 3,203 | +69 | +2.2% | 0.01% | $355K | $110.22 |
| 2025 Q1 | ADDED | 3,134 | +230 | +7.9% | 0.01% | $340K | $107.65 |
| 2024 Q4 | REDUCED | 2,904 | -34 | -1.2% | 0.01% | $305K | $104.03 |
| 2024 Q3 | UNCHANGED | 2,938 | — | 0% | 0.01% | $299K | $100.75 |
| 2024 Q2 | REDUCED | 2,938 | -260 | -8.1% | 0.01% | $286K | $96.09 |
| 2024 Q1 | REDUCED | 3,198 | -34,253 | -91.5% | 0.01% | $312K | $96.38 |
| 2023 Q3 | ADDED | 37,451 | +10,703 | +40.0% | 0.12% | $3.1M | $81.84 |
| 2023 Q2 | REDUCED | 26,748 | -8,063 | -23.2% | 0.08% | $2.3M | $84.90 |
As of 2025 Q4 — sorted by position size