RFS
QQA

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

Retirement Financial Solutions’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 		$363K Buy
7,277
+149
+2% +$7.79K 0.1% 44
2025
Q4 		$378K Buy
+7,128
New +$379K 0.11% 42

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
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

Retirement Financial Solutions's QQA Position: Q1 2026 in Review

Retirement Financial Solutions increased its Invesco QQQ Income Advantage ETF (QQA) stake by 2.1% in Q1 2026, buying an estimated $7.79K and bringing the position to 7,277 shares worth $363K. The position accounts for 0.1% of the portfolio, ranked #44.

Retirement Financial Solutions first reported a position in QQA in Q4 2025 and has held it in 2 quarters since. The position peaked at $378K in Q4 2025. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Retirement Financial Solutions held 7,277 shares of Invesco QQQ Income Advantage ETF worth $363K as of Q1 2026.
  • Retirement Financial Solutions bought 149 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $7.79K.
  • Invesco QQQ Income Advantage ETF made up 0.1% of Retirement Financial Solutions's portfolio in Q1 2026, its #44 holding.
  • Retirement Financial Solutions first reported a position in Invesco QQQ Income Advantage ETF in Q4 2025 and has held it in 2 quarters since.
  • Retirement Financial Solutions's Invesco QQQ Income Advantage ETF position peaked at $378K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Retirement Financial Solutions's 13F filing for Q1 2026, filed 28 Apr 2026.