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
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 $1.02T AUM 30.18% 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
SFG
SageGuard Financial Group Goodlettsville, Tennessee $646M AUM

LPL Financial's QQA Position: Q1 2026 in Review

LPL Financial increased its Invesco QQQ Income Advantage ETF (QQA) stake by 24% in Q1 2026, buying an estimated $10.8M and bringing the position to 1,062,894 shares worth $53M. The position accounts for 0.01% of the portfolio, ranked #889.

LPL Financial 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.

  • LPL Financial held 1,062,894 shares of Invesco QQQ Income Advantage ETF worth $53M as of Q1 2026.
  • LPL Financial bought 205,955 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $10.8M.
  • Invesco QQQ Income Advantage ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #889 holding.
  • LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.