Sigma Planning Corp’s ActivePassive International Equity ETF APIE Stock Holding History

Sigma Planning Corp’s Portfolio APIE Stock Details APIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$458K	Sell	11,914 -243	-2%	-$9.49K	0.01%	876
2026 Q2	$471K	Hold	12,157	–	–	0.01%	939
2026 Q1	$429K	Buy	12,157 +2,020	+20%	+$74.6K	0.01%	897
2025 Q4	$360K	Buy	10,137 +765	+8%	+$27.5K	0.01%	941
2025 Q3	$333K	Buy	9,372 +1,056	+13%	+$35.9K	0.01%	992
2025 Q2	$277K	Buy	+8,316	New	+$258K	0.01%	1023

Other funds holding APIE

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $368M AUM 19.83% 1-Year Est. Return

Sigma Planning Corp's APIE Position: Q3 2026 in Review

Sigma Planning Corp reduced its ActivePassive International Equity ETF (APIE) stake by 2% in Q3 2026, selling an estimated $9.49K and leaving 11,914 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #876.

Sigma Planning Corp first reported a position in APIE in Q2 2025 and has held it in 6 quarters since. The position peaked at $471K in Q2 2026. 20 funds tracked by Wall St. Rank hold APIE as of Q3 2026.

Sigma Planning Corp held 11,914 shares of ActivePassive International Equity ETF worth $458K as of Q3 2026.
Sigma Planning Corp sold 243 ActivePassive International Equity ETF shares in Q3 2026, an estimated $9.49K.
ActivePassive International Equity ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #876 holding.
Sigma Planning Corp first reported a position in ActivePassive International Equity ETF in Q2 2025 and has held it in 6 quarters since.
Sigma Planning Corp's ActivePassive International Equity ETF position peaked at $471K in Q2 2026.
20 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.