SFG
QQA

SageGuard Financial Group’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

SageGuard Financial Group’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 		$7.43M Buy
128,930
+17,056
+15% +$946K 1.04% 27
2026
Q1 		$5.58M Buy
111,874
+4,506
+4% +$236K 0.86% 38
2025
Q4 		$5.69M Buy
+107,368
New +$5.71M 0.91% 34

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

SageGuard Financial Group's QQA Position: Q2 2026 in Review

SageGuard Financial Group increased its Invesco QQQ Income Advantage ETF (QQA) stake by 15% in Q2 2026, buying an estimated $946K and bringing the position to 128,930 shares worth $7.43M. The position accounts for 1.04% of the portfolio, ranked #27.

SageGuard Financial Group 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.

  • SageGuard Financial Group held 128,930 shares of Invesco QQQ Income Advantage ETF worth $7.43M as of Q2 2026.
  • SageGuard Financial Group bought 17,056 Invesco QQQ Income Advantage ETF shares in Q2 2026, an estimated $946K.
  • Invesco QQQ Income Advantage ETF made up 1.04% of SageGuard Financial Group's portfolio in Q2 2026, its #27 holding.
  • SageGuard Financial Group 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 SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.