Carson Wealth (CWM LLC)’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Carson Wealth (CWM LLC)’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	$22.9K	Buy	458 +317	+225%	+$16.6K	﹤0.01%	4323
2025 Q4	$7K	Buy	141 +3	+2%	+$160	﹤0.01%	4724
2025 Q3	$7K	Buy	138 +4	+3%	+$205	﹤0.01%	4648
2025 Q2	$7K	Buy	+134	New	+$6.29K	﹤0.01%	4506

Other funds holding QQA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

Carson Wealth (CWM LLC)'s QQA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco QQQ Income Advantage ETF (QQA) stake by 225% in Q1 2026, buying an estimated $16.6K and bringing the position to 458 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4323.

Carson Wealth (CWM LLC) first reported a position in QQA in Q2 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

Carson Wealth (CWM LLC) held 458 shares of Invesco QQQ Income Advantage ETF worth $22.9K as of Q1 2026.
Carson Wealth (CWM LLC) bought 317 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $16.6K.
Invesco QQQ Income Advantage ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4323 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco QQQ Income Advantage ETF in Q2 2025 and has held it in 4 quarters since.
63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.