TWP
QQA

Triad Wealth Partners’s Invesco QQQ Income Advantage ETF QQA Stock Holding History

Triad Wealth 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
Q1 		$3.84M Buy
76,951
+53,272
+225% +$2.79M 0.3% 68
2025
Q4 		$1.26M Buy
23,679
+13,185
+126% +$702K 0.12% 134
2025
Q3 		$552K Buy
+10,494
New +$538K 0.07% 189

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

Triad Wealth Partners's QQA Position: Q1 2026 in Review

Triad Wealth Partners increased its Invesco QQQ Income Advantage ETF (QQA) stake by 225% in Q1 2026, buying an estimated $2.79M and bringing the position to 76,951 shares worth $3.84M. The position accounts for 0.3% of the portfolio, ranked #68.

Triad Wealth Partners first reported a position in QQA in Q3 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold QQA as of Q1 2026.

  • Triad Wealth Partners held 76,951 shares of Invesco QQQ Income Advantage ETF worth $3.84M as of Q1 2026.
  • Triad Wealth Partners bought 53,272 Invesco QQQ Income Advantage ETF shares in Q1 2026, an estimated $2.79M.
  • Invesco QQQ Income Advantage ETF made up 0.3% of Triad Wealth Partners's portfolio in Q1 2026, its #68 holding.
  • Triad Wealth Partners first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.