Ownership history in Sigma Planning Corp Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Sigma Planning Corp underperformed the S&P 500 by β27.5% annually on this SRET position. Timing score: 38% (5/13 decisions correct). Average cost basis: $20.31. Maximum drawdown during holding period: β56.7%.
β Significantly underperformed the S&P 500 by 27.5% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 13 add/trim decisions correct
Best entry: $15.51 (2020 Q3) Β· Worst: $28.47 (2019 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size