SPC
FITZ

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
Q2 		$418K Buy
+17,145
New +$417K 0.01% 998

Other funds holding FITZ

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sigma Planning Corp's FITZ Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Fitz-Gerald Must Have Portfolio ETF (FITZ) in Q2 2026: 17,145 shares worth $418K. The stake represents 0.01% of the portfolio and ranks #998 among its holdings.

9 funds tracked by Wall St. Rank hold FITZ as of Q2 2026.

  • Sigma Planning Corp held 17,145 shares of Fitz-Gerald Must Have Portfolio ETF worth $418K as of Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF was a new Sigma Planning Corp position in Q2 2026.
  • Fitz-Gerald Must Have Portfolio ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #998 holding.
  • 9 funds tracked by Wall St. Rank held Fitz-Gerald Must Have Portfolio ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.