Stifel Financial
QQA

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
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 $1.02T 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

Stifel Financial's QQA Position: Q1 2026 in Review

Stifel Financial increased its Invesco QQQ Income Advantage ETF (QQA) stake by 6.1% in Q1 2026, buying an estimated $38K and bringing the position to 12,581 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #2722.

Stifel Financial first reported a position in QQA in Q3 2025 and has held it in 3 quarters since. The position peaked at $629K in Q4 2025. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Stifel Financial held 12,581 shares of Invesco QQQ Income Advantage ETF worth $628K as of Q1 2026.
  • Stifel Financial bought 726 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $38K.
  • Invesco QQQ Income Advantage ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2722 holding.
  • Stifel Financial first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • Stifel Financial's Invesco QQQ Income Advantage ETF position peaked at $629K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.