KFP
QQA

Kerr Financial Planning’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Kerr Financial Planning’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 		$14.4K Hold
250
– – 0.02% 322
2026
Q1 		$13.5K Hold
250
– – 0.01% 324
2025
Q4 		$12.9K Hold
250
– – 0.02% 338
2025
Q3 		$13.3K Buy
+250
New +$12.8K 0.02% 312

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
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
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

Kerr Financial Planning's QQA Position: Q2 2026 in Review

Kerr Financial Planning held its Invesco QQQ Income Advantage ETF (QQA) position steady in Q2 2026 at 250 shares worth $14.4K. The position accounts for 0.02% of the portfolio, ranked #322.

Kerr Financial Planning first reported a position in QQA in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

  • Kerr Financial Planning held 250 shares of Invesco QQQ Income Advantage ETF worth $14.4K as of Q2 2026.
  • Kerr Financial Planning left its Invesco QQQ Income Advantage ETF share count unchanged in Q2 2026.
  • Invesco QQQ Income Advantage ETF made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #322 holding.
  • Kerr Financial Planning first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.