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

Stifel Financial’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 		$946K Buy
16,565
+2,211
+15% +$124K ﹤0.01% 2588
2026
Q2 		$827K Buy
14,354
+1,773
+14% +$98.3K ﹤0.01% 2676
2026
Q1 		$628K Buy
12,581
+726
+6% +$38K ﹤0.01% 2722
2025
Q4 		$629K Buy
11,855
+4,145
+54% +$221K ﹤0.01% 2730
2025
Q3 		$406K Buy
+7,710
New +$395K ﹤0.01% 2930

Other funds holding QQA

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Stifel Financial's QQA Position: Q3 2026 in Review

Stifel Financial increased its Invesco QQQ Income Advantage ETF (QQA) stake by 15% in Q3 2026, buying an estimated $124K and bringing the position to 16,565 shares worth $946K. The position accounts for ﹤0.01% of the portfolio, ranked #2588.

Stifel Financial first reported a position in QQA in Q3 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold QQA as of Q3 2026.

  • Stifel Financial held 16,565 shares of Invesco QQQ Income Advantage ETF worth $946K as of Q3 2026.
  • Stifel Financial bought 2,211 Invesco QQQ Income Advantage ETF shares in Q3 2026, an estimated $124K.
  • Invesco QQQ Income Advantage ETF made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2588 holding.
  • Stifel Financial first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.