Sigma Planning Corp’s Fidelity Municipal Bond Opportunities ETF FMUB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,755	Closed	-$241K	–	1485
2026 Q1	$241K	Sell	4,755 -393	-8%	-$20.1K	0.01%	1145
2025 Q4	$274K	Buy	+5,148	New	+$263K	0.01%	1077

Other funds holding FMUB

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAAG

Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AIM

Advyzon Investment Management Lisle, Illinois $1.38B AUM 28.41% 1-Year Est. Return

CRW

Clarity Retirement & Wealth New Bedford, Massachusetts $145M AUM

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HCM

Hicks Capital Management Columbus, Ohio $122M AUM 17.7% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Sigma Planning Corp sold out of Fidelity Municipal Bond Opportunities ETF (FMUB) in Q2 2026, closing a stake of 4,755 shares — an estimated $241K sold.

Sigma Planning Corp first reported a position in FMUB in Q4 2025 and held it in 2 quarters. The position peaked at $274K in Q4 2025. 35 funds tracked by Wall St. Rank hold FMUB as of Q2 2026.

Sigma Planning Corp reported no remaining Fidelity Municipal Bond Opportunities ETF position as of Q2 2026 after selling out during the quarter.
Sigma Planning Corp sold 4,755 Fidelity Municipal Bond Opportunities ETF shares in Q2 2026, an estimated $241K.
Sigma Planning Corp first reported a position in Fidelity Municipal Bond Opportunities ETF in Q4 2025 and held it in 2 quarters.
Sigma Planning Corp's Fidelity Municipal Bond Opportunities ETF position peaked at $274K in Q4 2025.
35 funds tracked by Wall St. Rank held Fidelity Municipal Bond Opportunities ETF as of Q2 2026.

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