Sigma Planning Corp’s Fidelity Magellan ETF FMAG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Buy	53,212 +6,014	+13%	+$214K	0.05%	373
2026 Q1	$1.49M	Buy	47,198 +6,352	+16%	+$213K	0.04%	421
2025 Q4	$1.39M	Buy	40,846 +2,343	+6%	+$80.8K	0.04%	420
2025 Q3	$1.36M	Buy	38,503 +6,775	+21%	+$236K	0.04%	433
2025 Q2	$1.09M	Buy	31,728 +6,279	+25%	+$195K	0.03%	473
2025 Q1	$740K	Buy	25,449 +6,374	+33%	+$199K	0.02%	584
2024 Q4	$590K	Buy	19,075 +3,474	+22%	+$109K	0.02%	670
2024 Q3	$478K	Buy	15,601 +3,114	+25%	+$92.2K	0.01%	761
2024 Q2	$371K	Buy	+12,487	New	+$352K	0.01%	838

Other funds holding FMAG

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Sigma Planning Corp increased its Fidelity Magellan ETF (FMAG) stake by 13% in Q2 2026, buying an estimated $214K and bringing the position to 53,212 shares worth $1.96M. The position accounts for 0.05% of the portfolio, ranked #373.

Sigma Planning Corp first reported a position in FMAG in Q2 2024 and has held it in 9 quarters since. 38 funds tracked by Wall St. Rank hold FMAG as of Q2 2026.

Sigma Planning Corp held 53,212 shares of Fidelity Magellan ETF worth $1.96M as of Q2 2026.
Sigma Planning Corp bought 6,014 Fidelity Magellan ETF shares in Q2 2026, an estimated $214K.
Fidelity Magellan ETF made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #373 holding.
Sigma Planning Corp first reported a position in Fidelity Magellan ETF in Q2 2024 and has held it in 9 quarters since.
38 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2026.

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