Sigma Planning Corp
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Sigma Planning Corp’s Invesco ESG NASDAQ 100 ETF QQMG Stock Holding History

Sigma Planning Corp’s Portfolio QQMG Stock Details QQMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,939
Closed -$202K – 1422
2026
Q2 		$202K Buy
+3,939
New +$187K 0.01% 1331

Other funds holding QQMG

Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Pearl Planning
Pearl Planning Dexter, Michigan $241M AUM 12.56% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Seven Mile Advisory
Seven Mile Advisory Ewing, New Jersey $149M AUM 33.29% 1-Year Est. Return
Hill Island Financial
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

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

Sigma Planning Corp sold out of Invesco ESG NASDAQ 100 ETF (QQMG) in Q3 2026, closing a stake of 3,939 shares — an estimated $202K sold.

Sigma Planning Corp first reported a position in QQMG in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 13 funds tracked by Wall St. Rank hold QQMG as of Q3 2026.

  • Sigma Planning Corp reported no remaining Invesco ESG NASDAQ 100 ETF position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 3,939 Invesco ESG NASDAQ 100 ETF shares in Q3 2026, an estimated $202K.
  • Sigma Planning Corp first reported a position in Invesco ESG NASDAQ 100 ETF in Q2 2026 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco ESG NASDAQ 100 ETF position peaked at $202K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Invesco ESG NASDAQ 100 ETF as of Q3 2026.

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