Sigma Planning Corp
FITZ icon

Sigma Planning Corp’s Fitz-Gerald Must Have Portfolio ETF FITZ Stock Holding History

Sigma Planning Corp’s Portfolio FITZ Stock Details FITZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$809K Buy
31,454
+14,309
+83% +$359K 0.02% 655
2026
Q2 		$418K Buy
+17,145
New +$417K 0.01% 998

Other funds holding FITZ

Polaris Financial Partners
Polaris Financial Partners Westerville, Ohio $223M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Bogart Wealth LLC
Bogart Wealth LLC Mclean, Virginia $3.04B AUM 20.04% 1-Year Est. Return
Foresight Capital Management Advisors
Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return

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

Sigma Planning Corp increased its Fitz-Gerald Must Have Portfolio ETF (FITZ) stake by 83% in Q3 2026, buying an estimated $359K and bringing the position to 31,454 shares worth $809K. The position accounts for 0.02% of the portfolio, ranked #655.

Sigma Planning Corp first reported a position in FITZ in Q2 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold FITZ as of Q3 2026.

  • Sigma Planning Corp held 31,454 shares of Fitz-Gerald Must Have Portfolio ETF worth $809K as of Q3 2026.
  • Sigma Planning Corp bought 14,309 Fitz-Gerald Must Have Portfolio ETF shares in Q3 2026, an estimated $359K.
  • Fitz-Gerald Must Have Portfolio ETF made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #655 holding.
  • Sigma Planning Corp first reported a position in Fitz-Gerald Must Have Portfolio ETF in Q2 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q3 2026.

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