GCWM
QQA

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
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 $1.02T 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

Guided Capital Wealth Management's QQA Position: Q1 2026 in Review

Guided Capital Wealth Management held its Invesco QQQ Income Advantage ETF (QQA) position steady in Q1 2026 at 13,004 shares worth $649K. The position accounts for 0.43% of the portfolio, ranked #29.

Guided Capital Wealth Management first reported a position in QQA in Q4 2025 and has held it in 2 quarters since. The position peaked at $689K in Q4 2025. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Guided Capital Wealth Management held 13,004 shares of Invesco QQQ Income Advantage ETF worth $649K as of Q1 2026.
  • Guided Capital Wealth Management left its Invesco QQQ Income Advantage ETF share count unchanged in Q1 2026.
  • Invesco QQQ Income Advantage ETF made up 0.43% of Guided Capital Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Guided Capital Wealth Management first reported a position in Invesco QQQ Income Advantage ETF in Q4 2025 and has held it in 2 quarters since.
  • Guided Capital Wealth Management's Invesco QQQ Income Advantage ETF position peaked at $689K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.