Cerity Partners’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Cerity Partners’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 Q2	$231K	Buy	+4,000	New	+$222K	﹤0.01%	2972
2026 Q1	–	Sell	-4,000	Closed	-$212K	–	3410
2025 Q4	$212K	Hold	4,000	–	–	﹤0.01%	2604
2025 Q3	$210K	Hold	4,000	–	–	﹤0.01%	2480
2025 Q2	$201K	Buy	+4,000	New	+$188K	﹤0.01%	2358

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Cerity Partners's QQA Position: Q2 2026 in Review

Cerity Partners opened a new position in Invesco QQQ Income Advantage ETF (QQA) in Q2 2026: 4,000 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #2972 among its holdings. This is a return to the name: Cerity Partners previously reported a position in QQA as recently as Q4 2025.

Cerity Partners first reported a position in QQA in Q2 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

Cerity Partners held 4,000 shares of Invesco QQQ Income Advantage ETF worth $231K as of Q2 2026.
Invesco QQQ Income Advantage ETF was a new Cerity Partners position in Q2 2026.
Invesco QQQ Income Advantage ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2972 holding.
Cerity Partners first reported a position in Invesco QQQ Income Advantage ETF in Q2 2025 and has held it in 4 quarters since.
71 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.