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Sigma Planning Corp’s Return Stacked Bonds & Managed Futures ETF RSBT Stock Holding History

Sigma Planning Corp’s Portfolio RSBT Stock Details RSBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-122,720
Closed -$2.08M – 1328
2025
Q1 		$2.08M Sell
122,720
-1,175
-0.9% -$20K 0.07% 272
2024
Q4 		$2.08M Buy
+123,895
New +$2.1M 0.07% 274

Other funds holding RSBT

WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BP
BWM Planning The Woodlands, Texas $379M AUM 21.72% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
WCM
WealthTrak Capital Management Virginia Beach, Virginia $140M AUM 17% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

Sigma Planning Corp's RSBT Position: Q2 2025 in Review

Sigma Planning Corp sold out of Return Stacked Bonds & Managed Futures ETF (RSBT) in Q2 2025, closing a stake of 122,720 shares — an estimated $2.08M sold.

Sigma Planning Corp first reported a position in RSBT in Q4 2024 and held it in 2 quarters. The position peaked at $2.08M in Q1 2025. 20 funds tracked by Wall St. Rank hold RSBT as of Q2 2025.

  • Sigma Planning Corp reported no remaining Return Stacked Bonds & Managed Futures ETF position as of Q2 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 122,720 Return Stacked Bonds & Managed Futures ETF shares in Q2 2025, an estimated $2.08M.
  • Sigma Planning Corp first reported a position in Return Stacked Bonds & Managed Futures ETF in Q4 2024 and held it in 2 quarters.
  • Sigma Planning Corp's Return Stacked Bonds & Managed Futures ETF position peaked at $2.08M in Q1 2025.
  • 20 funds tracked by Wall St. Rank held Return Stacked Bonds & Managed Futures ETF as of Q2 2025.

Based on Sigma Planning Corp's 13F filing for Q2 2025, filed 5 Aug 2025.