Ownership history in Sigma Planning Corp · 13 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in INNOVATOR LADDERED FUND OF S&P 500 POWER BUFFER ETFS (BUFF). 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 Q3 | REDUCED | 4,246 | -578 | -12.0% | 0.01% | $207K | $48.86 |
| 2025 Q2 | REDUCED | 4,824 | -2,133 | -30.7% | 0.01% | $227K | $47.00 |
| 2025 Q1 | REDUCED | 6,957 | -7,230 | -51.0% | 0.01% | $307K | $44.09 |
| 2024 Q4 | REDUCED | 14,187 | -659 | -4.4% | 0.02% | $637K | $44.91 |
| 2024 Q3 | REDUCED | 14,846 | -1,885 | -11.3% | 0.02% | $655K | $44.12 |
| 2024 Q2 | ADDED | 16,731 | +2,129 | +14.6% | 0.02% | $717K | $42.87 |
| 2024 Q1 | ADDED | 14,602 | +4,339 | +42.3% | 0.02% | $610K | $41.74 |
| 2023 Q1 | REDUCED | 10,263 | -55 | -0.5% | 0.01% | $369K | $35.92 |
| 2022 Q4 | UNCHANGED | 10,318 | — | 0% | 0.01% | $355K | $34.40 |
| 2022 Q3 | ADDED | 10,318 | +100 | +1.0% | 0.01% | $335K | $32.51 |
As of 2025 Q4 — sorted by position size