LPL Financial
QQA

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

LPL Financial’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 		$79.2M Buy
1,374,254
+311,360
+29% +$17.3M 0.02% 794
2026
Q1 		$53M Buy
1,062,894
+205,955
+24% +$10.8M 0.01% 889
2025
Q4 		$45.4M Buy
856,939
+328,405
+62% +$17.5M 0.01% 916
2025
Q3 		$27.8M Buy
528,534
+68,379
+15% +$3.51M 0.01% 1154
2025
Q2 		$23.1M Buy
460,155
+279,956
+155% +$13.2M 0.01% 1166
2025
Q1 		$8.26M Buy
+180,199
New +$8.9M ﹤0.01% 1746

Other funds holding QQA

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

LPL Financial's QQA Position: Q2 2026 in Review

LPL Financial increased its Invesco QQQ Income Advantage ETF (QQA) stake by 29% in Q2 2026, buying an estimated $17.3M and bringing the position to 1,374,254 shares worth $79.2M. The position accounts for 0.02% of the portfolio, ranked #794.

LPL Financial first reported a position in QQA in Q1 2025 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

  • LPL Financial held 1,374,254 shares of Invesco QQQ Income Advantage ETF worth $79.2M as of Q2 2026.
  • LPL Financial bought 311,360 Invesco QQQ Income Advantage ETF shares in Q2 2026, an estimated $17.3M.
  • Invesco QQQ Income Advantage ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #794 holding.
  • LPL Financial first reported a position in Invesco QQQ Income Advantage ETF in Q1 2025 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.