Sigma Planning Corp’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$298K	Buy	5,168 +171	+3%	+$9.48K	0.01%	1136
2026 Q1	$249K	Buy	4,997 +1,211	+32%	+$63.3K	0.01%	1124
2025 Q4	$201K	Buy	+3,786	New	+$201K	0.01%	1225

Other funds holding QQA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

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

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

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

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

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

Sigma Planning Corp increased its Invesco QQQ Income Advantage ETF (QQA) stake by 3.4% in Q2 2026, buying an estimated $9.48K and bringing the position to 5,168 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1136.

Sigma Planning Corp first reported a position in QQA in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

Sigma Planning Corp held 5,168 shares of Invesco QQQ Income Advantage ETF worth $298K as of Q2 2026.
Sigma Planning Corp bought 171 Invesco QQQ Income Advantage ETF shares in Q2 2026, an estimated $9.48K.
Invesco QQQ Income Advantage ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1136 holding.
Sigma Planning Corp first reported a position in Invesco QQQ Income Advantage ETF in Q4 2025 and has held it in 3 quarters since.
70 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

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