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
Q2 		$391K Sell
6,788
-489
-7% -$27.1K 0.1% 44
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 $1.26T 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

Retirement Financial Solutions's QQA Position: Q2 2026 in Review

Retirement Financial Solutions reduced its Invesco QQQ Income Advantage ETF (QQA) stake by 6.7% in Q2 2026, selling an estimated $27.1K and leaving 6,788 shares worth $391K. 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 3 quarters since. 71 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

  • Retirement Financial Solutions held 6,788 shares of Invesco QQQ Income Advantage ETF worth $391K as of Q2 2026.
  • Retirement Financial Solutions sold 489 Invesco QQQ Income Advantage ETF shares in Q2 2026, an estimated $27.1K.
  • Invesco QQQ Income Advantage ETF made up 0.1% of Retirement Financial Solutions's portfolio in Q2 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 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.