NGA
QQA

Naples Global Advisors’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Naples Global Advisors’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 		$2.22M Buy
38,505
+4,275
+12% +$237K 0.14% 159
2026
Q1 		$1.71M Buy
34,230
+4,830
+16% +$253K 0.12% 177
2025
Q4 		$1.56M Buy
29,400
+6,240
+27% +$332K 0.12% 189
2025
Q3 		$1.22M Buy
23,160
+5,330
+30% +$273K 0.09% 211
2025
Q2 		$895K Buy
17,830
+10,735
+151% +$504K 0.08% 239
2025
Q1 		$325K Buy
+7,095
New +$351K 0.03% 343

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

Naples Global Advisors's QQA Position: Q2 2026 in Review

Naples Global Advisors increased its Invesco QQQ Income Advantage ETF (QQA) stake by 12% in Q2 2026, buying an estimated $237K and bringing the position to 38,505 shares worth $2.22M. The position accounts for 0.14% of the portfolio, ranked #159.

Naples Global Advisors first reported a position in QQA in Q1 2025 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

  • Naples Global Advisors held 38,505 shares of Invesco QQQ Income Advantage ETF worth $2.22M as of Q2 2026.
  • Naples Global Advisors bought 4,275 Invesco QQQ Income Advantage ETF shares in Q2 2026, an estimated $237K.
  • Invesco QQQ Income Advantage ETF made up 0.14% of Naples Global Advisors's portfolio in Q2 2026, its #159 holding.
  • Naples Global Advisors first reported a position in Invesco QQQ Income Advantage ETF in Q1 2025 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.