SPC
QCJL

Sigma Planning Corp’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Sigma Planning Corp’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$466K Sell
19,911
-21,000
-51% -$498K 0.01% 865
2025
Q4 		$971K Buy
40,911
+11,436
+39% +$268K 0.03% 545
2025
Q3 		$686K Buy
+29,475
New +$673K 0.02% 685

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $136M AUM 19.17% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Sigma Planning Corp reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 51% in Q1 2026, selling an estimated $498K and leaving 19,911 shares worth $466K. The position accounts for 0.01% of the portfolio, ranked #865.

Sigma Planning Corp first reported a position in QCJL in Q3 2025 and has held it in 3 quarters since. The position peaked at $971K in Q4 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

  • Sigma Planning Corp held 19,911 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $466K as of Q1 2026.
  • Sigma Planning Corp sold 21,000 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q1 2026, an estimated $498K.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #865 holding.
  • Sigma Planning Corp first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Sigma Planning Corp's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $971K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

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