Patriot Financial Group Insurance Agency’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Patriot Financial Group Insurance Agency’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
2025 Q4	–	Sell	-25,014	Closed	-$1.32M	–	554
2025 Q3	$1.32M	Sell	25,014 -15,387	-38%	-$789K	0.17%	157
2025 Q2	$2.03M	Sell	40,401 -43,184	-52%	-$2.03M	0.23%	107
2025 Q1	$3.83M	Buy	+83,585	New	+$4.13M	0.51%	47

Other funds holding QQA

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's QQA Position: Q4 2025 in Review

Patriot Financial Group Insurance Agency sold out of Invesco QQQ Income Advantage ETF (QQA) in Q4 2025, closing a stake of 25,014 shares — an estimated $1.32M sold.

Patriot Financial Group Insurance Agency first reported a position in QQA in Q1 2025 and held it in 3 quarters. The position peaked at $3.83M in Q1 2025. 55 funds tracked by Wall St. Rank hold QQA as of Q4 2025.

Patriot Financial Group Insurance Agency reported no remaining Invesco QQQ Income Advantage ETF position as of Q4 2025 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 25,014 Invesco QQQ Income Advantage ETF shares in Q4 2025, an estimated $1.32M.
Patriot Financial Group Insurance Agency first reported a position in Invesco QQQ Income Advantage ETF in Q1 2025 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Invesco QQQ Income Advantage ETF position peaked at $3.83M in Q1 2025.
55 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q4 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2025, filed 26 Jan 2026.