GWM
QQA

Geneos Wealth Management’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Geneos Wealth Management’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 		$59K Sell
1,182
-351
-23% -$18.4K ﹤0.01% 1357
2025
Q4 		$81.3K Buy
+1,533
New +$81.6K ﹤0.01% 1218

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

Geneos Wealth Management's QQA Position: Q1 2026 in Review

Geneos Wealth Management reduced its Invesco QQQ Income Advantage ETF (QQA) stake by 23% in Q1 2026, selling an estimated $18.4K and leaving 1,182 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Geneos Wealth Management first reported a position in QQA in Q4 2025 and has held it in 2 quarters since. The position peaked at $81.3K in Q4 2025. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Geneos Wealth Management held 1,182 shares of Invesco QQQ Income Advantage ETF worth $59K as of Q1 2026.
  • Geneos Wealth Management sold 351 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $18.4K.
  • Invesco QQQ Income Advantage ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1357 holding.
  • Geneos Wealth Management first reported a position in Invesco QQQ Income Advantage ETF in Q4 2025 and has held it in 2 quarters since.
  • Geneos Wealth Management's Invesco QQQ Income Advantage ETF position peaked at $81.3K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.