Cerity Partners
QQA

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
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
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

Cerity Partners's QQA Position: Q1 2026 in Review

Cerity Partners sold out of Invesco QQQ Income Advantage ETF (QQA) in Q1 2026, closing a stake of 4,000 shares — an estimated $212K sold.

Cerity Partners first reported a position in QQA in Q2 2025 and held it in 3 quarters. The position peaked at $212K in Q4 2025. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Cerity Partners reported no remaining Invesco QQQ Income Advantage ETF position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 4,000 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $212K.
  • Cerity Partners first reported a position in Invesco QQQ Income Advantage ETF in Q2 2025 and held it in 3 quarters.
  • Cerity Partners's Invesco QQQ Income Advantage ETF position peaked at $212K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.