Ownership history in Sigma Planning Corp · 14 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in GLOBAL X FDS (SRET). 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 | ADDED | 37,724 | +5,468 | +17.0% | 0.02% | $821K | $21.49 |
| 2025 Q3 | ADDED | 32,256 | +3,366 | +11.7% | 0.02% | $698K | $20.79 |
| 2025 Q2 | ADDED | 28,890 | +14,394 | +99.3% | 0.02% | $611K | $19.92 |
| 2025 Q1 | ADDED | 14,496 | +2,881 | +24.8% | 0.01% | $307K | $19.55 |
| 2024 Q1 | REDUCED | 11,615 | -16,875 | -59.2% | 0.01% | $237K | $17.30 |
| 2023 Q1 | REDUCED | 28,490 | -41,374 | -59.2% | 0.02% | $620K | $17.09 |
| 2021 Q3 | ADDED | 69,864 | +11,828 | +20.4% | 0.02% | $664K | $20.13 |
| 2021 Q2 | ADDED | 58,036 | +5,215 | +9.9% | 0.02% | $574K | $20.62 |
| 2021 Q1 | REDUCED | 52,821 | -301 | -0.6% | 0.02% | $504K | $19.59 |
| 2020 Q4 | ADDED | 53,122 | +37,157 | +232.7% | 0.02% | $472K | $18.05 |
As of 2025 Q4 — sorted by position size