SPC
RSBA

Sigma Planning Corp’s Return Stacked Bonds & Merger Arbitrage ETF RSBA Stock Holding History

Sigma Planning Corp’s Portfolio RSBA Stock Details RSBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.42M Buy
116,382
+105,468
+966% +$2.21M 0.07% 300
2025
Q4 		$228K Sell
10,914
-7,091
-39% -$153K 0.01% 1152
2025
Q3 		$384K Sell
18,005
-945
-5% -$20K 0.01% 922
2025
Q2 		$398K Buy
+18,950
New +$390K 0.01% 874

Other funds holding RSBA

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SWM
Stapp Wealth Management Olympia, Washington $78.3M AUM 25.85% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

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

Sigma Planning Corp increased its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 966% in Q1 2026, buying an estimated $2.21M and bringing the position to 116,382 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #300.

Sigma Planning Corp first reported a position in RSBA in Q2 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold RSBA as of Q1 2026.

  • Sigma Planning Corp held 116,382 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $2.42M as of Q1 2026.
  • Sigma Planning Corp bought 105,468 Return Stacked Bonds & Merger Arbitrage ETF shares in Q1 2026, an estimated $2.21M.
  • Return Stacked Bonds & Merger Arbitrage ETF made up 0.07% of Sigma Planning Corp's portfolio in Q1 2026, its #300 holding.
  • Sigma Planning Corp first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q2 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q1 2026.

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