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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.32M	Buy	13,970 +2,479	+22%	+$620K	0.09%	235
2025 Q4	$2.91M	Buy	11,491 +692	+6%	+$175K	0.08%	256
2025 Q3	$2.67M	Sell	10,799 -3,584	-25%	-$845K	0.08%	264
2025 Q2	$3.27M	Buy	14,383 +5,422	+61%	+$1.11M	0.1%	213
2025 Q1	$1.73M	Buy	8,961 +49	+0.5%	+$10.3K	0.06%	320
2024 Q4	$1.88M	Buy	8,912 +119	+1%	+$24.8K	0.06%	299
2024 Q3	$1.77M	Sell	8,793 -2,675	-23%	-$521K	0.05%	324
2024 Q2	$2.26M	Buy	11,468 +69	+0.6%	+$12.8K	0.07%	259
2024 Q1	$2.08M	Buy	11,399 +7,390	+184%	+$1.3M	0.07%	306
2023 Q4	$676K	Sell	4,009 -12,193	-75%	-$1.9M	0.05%	365
2023 Q3	$2.39M	Buy	16,202 +1,204	+8%	+$184K	0.09%	236
2023 Q2	$2.28M	Buy	14,998 +302	+2%	+$41.8K	0.08%	259
2023 Q1	$1.94M	Buy	14,696 +11,276	+330%	+$1.37M	0.06%	308
2022 Q4	$375K	Buy	+3,420	New	+$389K	0.01%	881

Other funds holding QQQM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return