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Invesco QQQ Income Advantage ETF (QQA) Institutional Ownership

Invesco QQQ Income Advantage ETF logo
$56.29 +0.04 (+0.07%)
As of 07/2/2026 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco QQQ Income Advantage ETF (NASDAQ:QQA)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$124.02M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$23.22M
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QQA Institutional Buying and Selling by Quarter

Invesco QQQ Income Advantage ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC36,870$1.84M0.1%+13.4%0.300%
6/3/2026NewEdge Advisors LLC4,819$240K0.0%+784.2%0.039%
5/19/2026Western Wealth Management LLC36,870$1.84M0.1%+13.4%0.300%
5/19/2026NewEdge Advisors LLC4,500$224K0.0%+725.7%0.037%
5/19/2026Bank of America Corp DE29,889$1.49M0.0%-3.3%0.243%
5/18/2026Sunbelt Securities Inc.1,324$66K0.0%+30.2%0.011%
5/18/2026Talon Private Wealth LLC83,649$4.17M0.6%N/A0.681%
5/18/2026Royal Bank of Canada15,046$750K0.0%-1.3%0.123%
5/15/2026Gateway Wealth Partners LLC7,976$398K0.0%N/A0.065%
5/13/2026Cetera Investment Advisers383,782$19.14M0.0%+74.4%3.125%
5/5/2026Geneos Wealth Management Inc.1,182$59K0.0%-22.9%0.010%
5/5/2026Sigma Planning Corp4,997$249K0.0%+32.0%0.041%
4/30/2026Kestra Advisory Services LLC10,625$530K0.0%+4.4%0.088%
4/28/2026Stephens Inc. AR6,023$300K0.0%N/A0.050%
4/27/2026Private Advisor Group LLC189,100$9.43M0.0%+11.7%1.585%
4/23/2026SageGuard Financial Group LLC111,874$5.58M0.9%+4.2%0.950%
4/23/2026Apollon Wealth Management LLC52,900$2.64M0.0%+134.6%0.449%
4/22/2026Janney Montgomery Scott LLC12,700$633K0.0%+13.9%0.108%
4/17/2026Brookstone Capital Management89,715$4.48M0.1%+9.4%0.768%
4/16/2026Triad Wealth Partners LLC76,951$3.84M0.3%+225.0%0.659%
2/20/2026Sunbelt Securities Inc.1,017$54K0.0%N/A0.010%
2/19/2026Invesco Ltd.2,052,430$108.82M0.0%-12.2%20.361%
2/18/2026NewEdge Advisors LLC545$29K0.0%N/A0.005%
2/18/2026OLD Mission Capital LLC34,411$1.82M0.0%+81.2%0.341%
2/17/2026Cetera Investment Advisers220,052$11.67M0.0%+11.1%2.183%
2/17/2026Osaic Holdings Inc.35,375$1.88M0.0%+101.9%0.351%
2/17/2026Private Advisor Group LLC169,324$8.98M0.0%+13.1%1.680%
2/17/2026Royal Bank of Canada15,246$808K0.0%+18.2%0.151%
2/16/2026Retirement Financial Solutions LLC7,128$378K0.1%N/A0.071%
2/13/2026Stifel Financial Corp11,855$629K0.0%+53.8%0.118%
2/13/2026Ausdal Financial Partners Inc.5,417$287K0.0%N/A0.054%
2/13/2026Wells Fargo & Company MN8,605$456K0.0%+860,400.0%0.085%
2/12/2026Jane Street Group LLC58,744$3.12M0.0%+11.1%0.583%
2/12/2026Commonwealth Equity Services LLC132,793$7.04M0.0%+18.0%1.317%
2/12/2026Barnett & Company Inc.7,335$389K0.3%+74.6%0.073%
2/11/2026Janney Montgomery Scott LLC11,150$591K0.0%+6.2%0.111%
2/11/2026LPL Financial LLC856,939$45.44M0.0%+62.1%8.501%
2/10/2026Natixis Advisors LLC41,491$2.20M0.0%N/A0.412%
2/10/2026IFG Advisory LLC12,510$663K0.0%+7.3%0.124%
2/9/2026Kingsview Wealth Management LLC20,153$1.07M0.0%N/A0.200%
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2/9/2026Prospera Financial Services Inc25,260$1.34M0.0%+471.5%0.251%
2/6/2026Prevail Innovative Wealth Advisors LLC74,124$3.93M0.7%N/A0.735%
2/6/2026Creative Financial Designs Inc. ADV603$32K0.0%-38.2%0.006%
2/5/2026Western Wealth Management LLC32,510$1.72M0.1%+105.1%0.323%
2/4/2026Naples Global Advisors LLC29,400$1.56M0.1%+26.9%0.295%
1/30/2026Sigma Planning Corp3,786$201K0.0%N/A0.038%
1/29/2026UBS Group AG168,460$8.93M0.0%+42.3%1.696%
1/28/2026Geneos Wealth Management Inc.1,533$81K0.0%N/A0.015%
1/27/2026SageGuard Financial Group LLC107,368$5.69M0.9%N/A1.081%
1/27/2026Stillwater Wealth Management Group12,135$643K0.4%+12.9%0.122%
1/22/2026Apollon Wealth Management LLC22,548$1.20M0.0%+42.1%0.233%
1/22/2026Triad Wealth Partners LLC23,679$1.26M0.1%+125.6%0.245%
1/21/2026Flagship Harbor Advisors LLC3,659$194K0.0%N/A0.038%
1/16/2026Perigon Wealth Management LLC238,044$12.62M0.2%+21.1%2.498%
1/15/2026Guided Capital Wealth Management LLC13,004$689K0.5%N/A0.136%
1/15/2026Brookstone Capital Management82,008$4.35M0.0%+50.1%0.861%
1/9/2026Dynamic Advisor Solutions LLC19,330$1.03M0.0%-1.8%0.206%
12/2/2025Stillwater Wealth Management Group10,750$566K0.4%N/A0.135%
11/18/2025Advisory Services Network LLC480$25K0.0%N/A0.006%
11/17/2025Citadel Advisors LLC4,752$250K0.0%N/A0.060%
11/17/2025Bank of America Corp DE43,910$2.31M0.0%+43.9%0.550%
11/13/2025Invesco Ltd.2,337,065$122.98M0.0%-3.9%29.287%
11/13/2025UBS Group AG118,405$6.23M0.0%N/A1.484%
11/13/2025Private Advisor Group LLC149,775$7.88M0.0%+4.7%1.877%
11/12/2025IFG Advisory LLC11,661$614K0.0%+102.8%0.146%
11/10/2025Barnett & Company Inc.4,200$221K0.2%N/A0.053%
11/6/2025Stratos Wealth Partners LTD.6,985$368K0.0%+17.9%0.088%
11/6/2025Prospera Financial Services Inc4,420$233K0.0%N/A0.055%
11/6/2025Western Wealth Management LLC15,850$834K0.0%N/A0.199%
11/5/2025Envestnet Asset Management Inc.4,810$253K0.0%N/A0.061%
11/4/2025Jones Financial Companies Lllp330,252$17.29M0.0%+85.7%4.191%
11/3/2025Foundations Investment Advisors LLC7,012$369K0.0%+4.4%0.089%
10/30/2025Naples Global Advisors LLC23,160$1.22M0.1%+29.9%0.294%
10/30/2025Triad Wealth Partners LLC10,494$552K0.1%N/A0.133%
10/22/2025Commonwealth Equity Services LLC112,497$5.92M0.0%+95.9%1.446%
10/17/2025Perigon Wealth Management LLC196,496$10.34M0.2%N/A2.610%
10/17/2025Apollon Wealth Management LLC15,868$835K0.0%N/A0.211%
10/15/2025Brookstone Capital Management54,646$2.88M0.0%+1,041.6%0.726%
10/15/2025Private Trust Co. NA8,418$443K0.0%N/A0.112%
10/8/2025Patriot Financial Group Insurance Agency LLC25,014$1.32M0.2%-38.1%0.344%
9/4/2025Osaic Holdings Inc.1,677$84K0.0%+235.4%0.029%
8/15/2025Bank of America Corp DE30,517$1.53M0.0%+296.3%0.528%
8/14/2025Jane Street Group LLC187,275$9.40M0.0%+331.5%3.240%
8/14/2025Cerity Partners LLC4,000$201K0.0%N/A0.069%
8/13/2025Invesco Ltd.2,432,690$122.12M0.0%+8.2%42.088%
8/8/2025Cetera Investment Advisers105,395$5.29M0.0%+3.9%1.823%
8/8/2025Foundations Investment Advisors LLC6,714$337K0.0%N/A0.116%
8/4/2025IFG Advisory LLC5,749$289K0.0%N/A0.099%
7/30/2025Brookstone Capital Management4,787$240K0.0%N/A0.084%
7/29/2025Stratos Wealth Partners LTD.5,924$297K0.0%N/A0.102%
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7/21/2025Patriot Financial Group Insurance Agency LLC40,401$2.03M0.2%-51.7%0.731%
7/18/2025Naples Global Advisors LLC17,830$895K0.1%+151.3%0.322%
5/19/2025Jane Street Group LLC43,396$1.99M0.0%+18.7%0.948%
5/16/2025Jones Financial Companies Lllp141,079$6.47M0.0%N/A3.080%
5/15/2025Royal Bank of Canada9,228$423K0.0%+83.2%0.201%
5/12/2025Invesco Ltd.2,248,557$103.12M0.0%-1.9%49.095%
5/7/2025LPL Financial LLC180,199$8.26M0.0%N/A3.934%
5/6/2025Cetera Investment Advisers101,407$4.65M0.0%+14.8%2.214%
5/2/2025Fortis Group Advisors LLC17,838$818K0.2%N/A0.389%
4/29/2025Concurrent Investment Advisors LLC33,217$1.52M0.0%N/A0.741%


QQA Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 institutional investors and hedge funds held shares of Invesco QQQ Income Advantage ETF. The most heavily invested institutionals were Invesco Ltd. ($108.82M), LPL Financial LLC ($45.44M), Cetera Investment Advisers ($19.14M), Jones Financial Companies Lllp ($17.29M), Perigon Wealth Management LLC ($12.62M), Private Advisor Group LLC ($9.43M), and UBS Group AG ($8.93M).Learn more on Invesco QQQ Income Advantage ETF's institutional investors.

Of the 53 institutional investors that purchased Invesco QQQ Income Advantage ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($508.60K), Jane Street Group LLC ($298.26K), Jones Financial Companies Lllp ($293.51K), Cetera Investment Advisers ($291.18K), Perigon Wealth Management LLC ($238.04K), Invesco Ltd. ($184.13K), and UBS Group AG ($168.46K).

Institutional investors have bought a total of 2,388,748 shares in the last 24 months. This purchase volume represents approximately $124.02M in transactions.

The following institutional investors have sold Invesco QQQ Income Advantage ETF stock in the last 24 months: Invesco Ltd. ($380.26K), Patriot Financial Group Insurance Agency LLC ($58.57K), Bank of America Corp DE ($1.01K), Creative Financial Designs Inc. ADV ($372.00), Geneos Wealth Management Inc. ($351.00), Dynamic Advisor Solutions LLC ($350.00), and Royal Bank of Canada ($200.00).

Institutional investors have sold a total of 441,114 shares in the last 24 months. This volume of shares sold represents approximately $23.22M in transactions.



This page (NASDAQ:QQA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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