CSC
QQA

Caldwell Sutter Capital’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Caldwell Sutter Capital’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
2025
Q4 		– Sell
-75
Closed -$3.95K – 912
2025
Q3 		$3.95K Hold
75
– – ﹤0.01% 656
2025
Q2 		$3.77K Buy
+75
New +$3.52K ﹤0.01% 644

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
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $646M AUM
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Caldwell Sutter Capital's QQA Position: Q4 2025 in Review

Caldwell Sutter Capital sold out of Invesco QQQ Income Advantage ETF (QQA) in Q4 2025, closing a stake of 75 shares — an estimated $3.95K sold.

Caldwell Sutter Capital first reported a position in QQA in Q2 2025 and held it in 2 quarters. The position peaked at $3.95K in Q3 2025. 55 funds tracked by Wall St. Rank hold QQA as of Q4 2025.

  • Caldwell Sutter Capital reported no remaining Invesco QQQ Income Advantage ETF position as of Q4 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 75 Invesco QQQ Income Advantage ETF shares in Q4 2025, an estimated $3.95K.
  • Caldwell Sutter Capital first reported a position in Invesco QQQ Income Advantage ETF in Q2 2025 and held it in 2 quarters.
  • Caldwell Sutter Capital's Invesco QQQ Income Advantage ETF position peaked at $3.95K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q4 2025.

Based on Caldwell Sutter Capital's 13F filing for Q4 2025, filed 30 Jan 2026.