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
Q2 		$3.47M Sell
62,790
-14,161
-18% -$785K 0.2% 80
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 $1.26T 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
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Triad Wealth Partners's QQA Position: Q2 2026 in Review

Triad Wealth Partners reduced its Invesco QQQ Income Advantage ETF (QQA) stake by 18% in Q2 2026, selling an estimated $785K and leaving 62,790 shares worth $3.47M. The position accounts for 0.2% of the portfolio, ranked #80.

Triad Wealth Partners first reported a position in QQA in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.84M in Q1 2026. 70 funds tracked by Wall St. Rank hold QQA as of Q2 2026.

  • Triad Wealth Partners held 62,790 shares of Invesco QQQ Income Advantage ETF worth $3.47M as of Q2 2026.
  • Triad Wealth Partners sold 14,161 Invesco QQQ Income Advantage ETF shares in Q2 2026, an estimated $785K.
  • Invesco QQQ Income Advantage ETF made up 0.2% of Triad Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Triad Wealth Partners first reported a position in Invesco QQQ Income Advantage ETF in Q3 2025 and has held it in 4 quarters since.
  • Triad Wealth Partners's Invesco QQQ Income Advantage ETF position peaked at $3.84M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held Invesco QQQ Income Advantage ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.