Gladstone Institutional Advisory’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Gladstone Institutional Advisory’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	$455K	Buy	+7,890	New	+$437K	0.01%	621

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

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

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

Gladstone Institutional Advisory's QQA Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in Invesco QQQ Income Advantage ETF (QQA) in Q2 2026: 7,890 shares worth $455K. The stake represents 0.01% of the portfolio and ranks #621 among its holdings.

71 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

Gladstone Institutional Advisory held 7,890 shares of Invesco QQQ Income Advantage ETF worth $455K as of Q2 2026.
Invesco QQQ Income Advantage ETF was a new Gladstone Institutional Advisory position in Q2 2026.
Invesco QQQ Income Advantage ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #621 holding.
71 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.