Sigma Planning Corp
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Sigma Planning Corp’s NEOS Nasdaq 100 High Income ETF QQQI Stock Holding History

Sigma Planning Corp’s Portfolio QQQI Stock Details QQQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.46M Buy
26,221
+5,440
+26% +$297K 0.04% 450
2026
Q2 		$1.18M Buy
20,781
+6,669
+47% +$367K 0.03% 541
2026
Q1 		$701K Buy
14,112
+4,862
+53% +$256K 0.02% 708
2025
Q4 		$498K Buy
9,250
+2,010
+28% +$109K 0.01% 794
2025
Q3 		$392K Buy
+7,240
New +$384K 0.01% 910

Other funds holding QQQI

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
MBL Wealth
MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 14.17% 1-Year Est. Return
ARQ Wealth Advisors
ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

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

Sigma Planning Corp increased its NEOS Nasdaq 100 High Income ETF (QQQI) stake by 26% in Q3 2026, buying an estimated $297K and bringing the position to 26,221 shares worth $1.46M. The position accounts for 0.04% of the portfolio, ranked #450.

Sigma Planning Corp first reported a position in QQQI in Q3 2025 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold QQQI as of Q3 2026.

  • Sigma Planning Corp held 26,221 shares of NEOS Nasdaq 100 High Income ETF worth $1.46M as of Q3 2026.
  • Sigma Planning Corp bought 5,440 NEOS Nasdaq 100 High Income ETF shares in Q3 2026, an estimated $297K.
  • NEOS Nasdaq 100 High Income ETF made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #450 holding.
  • Sigma Planning Corp first reported a position in NEOS Nasdaq 100 High Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held NEOS Nasdaq 100 High Income ETF as of Q3 2026.

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