PWM
QQA

Perigon Wealth Management’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Perigon Wealth Management’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 		$12.3M Buy
246,089
+8,045
+3% +$421K 0.22% 93
2025
Q4 		$12.6M Buy
238,044
+41,548
+21% +$2.21M 0.23% 92
2025
Q3 		$10.3M Buy
+196,496
New +$10.1M 0.21% 101

Other funds holding QQA

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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

Perigon Wealth Management's QQA Position: Q1 2026 in Review

Perigon Wealth Management increased its Invesco QQQ Income Advantage ETF (QQA) stake by 3.4% in Q1 2026, buying an estimated $421K and bringing the position to 246,089 shares worth $12.3M. The position accounts for 0.22% of the portfolio, ranked #93.

Perigon Wealth Management first reported a position in QQA in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.6M in Q4 2025. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Perigon Wealth Management held 246,089 shares of Invesco QQQ Income Advantage ETF worth $12.3M as of Q1 2026.
  • Perigon Wealth Management bought 8,045 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $421K.
  • Invesco QQQ Income Advantage ETF made up 0.22% of Perigon Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Perigon Wealth Management first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Invesco QQQ Income Advantage ETF position peaked at $12.6M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.