SPC
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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM

Sigma Planning Corp's APIE Position: Q1 2026 in Review

Sigma Planning Corp increased its ActivePassive International Equity ETF (APIE) stake by 20% in Q1 2026, buying an estimated $74.6K and bringing the position to 12,157 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #897.

Sigma Planning Corp first reported a position in APIE in Q2 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold APIE as of Q1 2026.

  • Sigma Planning Corp held 12,157 shares of ActivePassive International Equity ETF worth $429K as of Q1 2026.
  • Sigma Planning Corp bought 2,020 ActivePassive International Equity ETF shares in Q1 2026, an estimated $74.6K.
  • ActivePassive International Equity ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #897 holding.
  • Sigma Planning Corp first reported a position in ActivePassive International Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held ActivePassive International Equity ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.