AWM
QQA

AE Wealth Management’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

AE Wealth Management’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
Q1 		$12K Hold
240
– – ﹤0.01% 2237
2025
Q4 		$12.7K Hold
240
– – ﹤0.01% 2103
2025
Q3 		$12.6K Buy
+240
New +$12.3K ﹤0.01% 1970

Other funds holding QQA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PIWA
Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

AE Wealth Management's QQA Position: Q1 2026 in Review

AE Wealth Management held its Invesco QQQ Income Advantage ETF (QQA) position steady in Q1 2026 at 240 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

AE Wealth Management first reported a position in QQA in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.7K in Q4 2025. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • AE Wealth Management held 240 shares of Invesco QQQ Income Advantage ETF worth $12K as of Q1 2026.
  • AE Wealth Management left its Invesco QQQ Income Advantage ETF share count unchanged in Q1 2026.
  • Invesco QQQ Income Advantage ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2237 holding.
  • AE Wealth Management first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • AE Wealth Management's Invesco QQQ Income Advantage ETF position peaked at $12.7K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.