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 Q2	$2.37M	Sell	112,369 -4,013	-3%	-$83.6K	0.06%	325
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

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

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

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sigma Planning Corp reduced its Return Stacked Bonds & Merger Arbitrage ETF (RSBA) stake by 3.4% in Q2 2026, selling an estimated $83.6K and leaving 112,369 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #325.

Sigma Planning Corp first reported a position in RSBA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.42M in Q1 2026. 15 funds tracked by Wall St. Rank hold RSBA as of Q2 2026.

Sigma Planning Corp held 112,369 shares of Return Stacked Bonds & Merger Arbitrage ETF worth $2.37M as of Q2 2026.
Sigma Planning Corp sold 4,013 Return Stacked Bonds & Merger Arbitrage ETF shares in Q2 2026, an estimated $83.6K.
Return Stacked Bonds & Merger Arbitrage ETF made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #325 holding.
Sigma Planning Corp first reported a position in Return Stacked Bonds & Merger Arbitrage ETF in Q2 2025 and has held it in 5 quarters since.
Sigma Planning Corp's Return Stacked Bonds & Merger Arbitrage ETF position peaked at $2.42M in Q1 2026.
15 funds tracked by Wall St. Rank held Return Stacked Bonds & Merger Arbitrage ETF as of Q2 2026.

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