Root Financial Partners’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Root Financial Partners’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 Q3	$474K	Buy	+8,300	New	+$466K	0.02%	233

Other funds holding QQA

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

Guided Capital Wealth Management Houston, Texas $172M AUM 20.81% 1-Year Est. Return

Stillwater Wealth Management Group Juno Beach, Florida $187M AUM 16.32% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Root Financial Partners's QQA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco QQQ Income Advantage ETF (QQA) in Q3 2026: 8,300 shares worth $474K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings.

19 funds tracked by Wall St. Rank hold QQA as of Q3 2026.

Root Financial Partners held 8,300 shares of Invesco QQQ Income Advantage ETF worth $474K as of Q3 2026.
Invesco QQQ Income Advantage ETF was a new Root Financial Partners position in Q3 2026.
Invesco QQQ Income Advantage ETF made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #233 holding.
19 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.