Jones Financial Companies
QQA

Jones Financial Companies’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Jones Financial Companies’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 		$38.5M Buy
790,460
+246,077
+45% +$12.9M 0.02% 410
2025
Q4 		$28.9M Buy
544,383
+214,131
+65% +$11.4M 0.02% 263
2025
Q3 		$17.3M Buy
330,252
+152,432
+86% +$7.82M 0.01% 312
2025
Q2 		$8.88M Buy
177,820
+154,688
+669% +$7.27M 0.01% 381
2025
Q1 		$1.06M Buy
+23,132
New +$1.14M ﹤0.01% 834

Other funds holding QQA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Jones Financial Companies's QQA Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco QQQ Income Advantage ETF (QQA) stake by 45% in Q1 2026, buying an estimated $12.9M and bringing the position to 790,460 shares worth $38.5M. The position accounts for 0.02% of the portfolio, ranked #410.

Jones Financial Companies first reported a position in QQA in Q1 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Jones Financial Companies held 790,460 shares of Invesco QQQ Income Advantage ETF worth $38.5M as of Q1 2026.
  • Jones Financial Companies bought 246,077 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $12.9M.
  • Invesco QQQ Income Advantage ETF made up 0.02% of Jones Financial Companies's portfolio in Q1 2026, its #410 holding.
  • Jones Financial Companies first reported a position in Invesco QQQ Income Advantage ETF in Q1 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.