Sigma Planning Corp
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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
Q3 		$417K Buy
7,293
+2,125
+41% +$119K 0.01% 929
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

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Guided Capital Wealth Management
Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return
Stillwater Wealth Management Group
Stillwater Wealth Management Group Juno Beach, Florida $187M AUM 16.32% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Sigma Planning Corp's QQA Position: Q3 2026 in Review

Sigma Planning Corp increased its Invesco QQQ Income Advantage ETF (QQA) stake by 41% in Q3 2026, buying an estimated $119K and bringing the position to 7,293 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #929.

Sigma Planning Corp first reported a position in QQA in Q4 2025 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold QQA as of Q3 2026.

  • Sigma Planning Corp held 7,293 shares of Invesco QQQ Income Advantage ETF worth $417K as of Q3 2026.
  • Sigma Planning Corp bought 2,125 Invesco QQQ Income Advantage ETF shares in Q3 2026, an estimated $119K.
  • Invesco QQQ Income Advantage ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #929 holding.
  • Sigma Planning Corp first reported a position in Invesco QQQ Income Advantage ETF in Q4 2025 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.