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

Guided Capital 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
Q2 		$749K Hold
13,004
– – 0.44% 28
2026
Q1 		$649K Hold
13,004
– – 0.43% 29
2025
Q4 		$689K Buy
+13,004
New +$692K 0.48% 29

Other funds holding QQA

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.36B AUM 28.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $712M AUM

Guided Capital Wealth Management's QQA Position: Q2 2026 in Review

Guided Capital Wealth Management held its Invesco QQQ Income Advantage ETF (QQA) position steady in Q2 2026 at 13,004 shares worth $749K. The position accounts for 0.44% of the portfolio, ranked #28.

Guided Capital Wealth Management first reported a position in QQA in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

  • Guided Capital Wealth Management held 13,004 shares of Invesco QQQ Income Advantage ETF worth $749K as of Q2 2026.
  • Guided Capital Wealth Management left its Invesco QQQ Income Advantage ETF share count unchanged in Q2 2026.
  • Invesco QQQ Income Advantage ETF made up 0.44% of Guided Capital Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Guided Capital Wealth Management first reported a position in Invesco QQQ Income Advantage ETF in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on Guided Capital Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.