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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
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $154M AUM 17.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Sigma Planning Corp increased its Fidelity Magellan ETF (FMAG) stake by 16% in Q1 2026, buying an estimated $213K and bringing the position to 47,198 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #421.

Sigma Planning Corp first reported a position in FMAG in Q2 2024 and has held it in 8 quarters since. 32 funds tracked by Wall St. Rank hold FMAG as of Q1 2026.

  • Sigma Planning Corp held 47,198 shares of Fidelity Magellan ETF worth $1.49M as of Q1 2026.
  • Sigma Planning Corp bought 6,352 Fidelity Magellan ETF shares in Q1 2026, an estimated $213K.
  • Fidelity Magellan ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #421 holding.
  • Sigma Planning Corp first reported a position in Fidelity Magellan ETF in Q2 2024 and has held it in 8 quarters since.
  • 32 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2026.

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