Sigma Planning 在 2025 年第二季度将其 UDEC ETF 股份增加了 $1.6M，而其他公司则购买了相关的 Innovator ETF。 Sigma Planning boosted its UDEC ETF stake by $1.6M in Q2 2025, while others bought related Innovator ETFs.

2025年第二季度，Sigma Planning Corp大幅增持了Innovator U.S. Equity Ultra Buffer ETF（UDEC）的股份，以约160万美元的价格购买了44,082股，将其持股比例提高到该基金的0.39%。 In the second quarter of 2025, Sigma Planning Corp significantly increased its stake in the Innovator U.S. Equity Ultra Buffer ETF (UDEC), buying 44,082 shares for about $1.6 million, raising its ownership to 0.39% of the fund. 该ETF于2019年12月推出,旨在通过期权和抵押品提供标普500指数的缓冲损失和上限收益. The ETF, launched in December 2019, aims to provide buffered losses and capped gains on the S&P 500 Price Return index using options and collateral. 该公司还出售了第一信托有限期限投资级公司ETF的股份,并收购给Schwab国际股票ETF和Ventas公司。 其他机构投资者,包括HorAN财富有限责任公司和Stone House投资管理有限责任公司,也在该季度收购了相关创新企业ETF的股份,各基金的业绩各不相同。 The firm also sold shares of the First Trust Limited Duration Investment Grade Corporate ETF and bought into the Schwab International Equity ETF and Ventas, Inc. Other institutional investors, including HORAN Wealth LLC and Stone House Investment Management LLC, also acquired stakes in related Innovator ETFs during the quarter, with varying performance across the funds.