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BFC Planning, Inc.’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

BFC Planning, Inc.’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 		$2.3K Hold
40
– – ﹤0.01% 2954
2026
Q1 		$2K Hold
40
– – ﹤0.01% 2596
2025
Q4 		$2.12K Hold
40
– – ﹤0.01% 2614
2025
Q3 		$2.1K Buy
+40
New +$2.05K ﹤0.01% 2460

Other funds holding QQA

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $722M AUM 16.42% 1-Year Est. Return

BFC Planning, Inc.'s QQA Position: Q2 2026 in Review

BFC Planning, Inc. held its Invesco QQQ Income Advantage ETF (QQA) position steady in Q2 2026 at 40 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

BFC Planning, Inc. first reported a position in QQA in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

  • BFC Planning, Inc. held 40 shares of Invesco QQQ Income Advantage ETF worth $2.3K as of Q2 2026.
  • BFC Planning, Inc. left its Invesco QQQ Income Advantage ETF share count unchanged in Q2 2026.
  • Invesco QQQ Income Advantage ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2954 holding.
  • BFC Planning, Inc. first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.