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QQA Institutional Ownership

Invesco QQQ Income Advantage ETF
1W: +0.6% 1M: +3.5% 3M: +2.0% YTD: +10.8% 1Y: +11.0%
$57.60
+0.33 (+0.58%)
 
Weekly Expected Move ±1.6%
$56 $57 $58 $59 $59
ETF NASDAQ · AUM $839.8M

Institutional Ownership — QQA

76
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
445M
Total Invested
16
New Positions
33
Increased
20
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (81 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Invesco Ltd. 2,045,422 $118M -84,623 -4.0% 8Q SEC ↗
2 LPL Financial LLC 1,374,254 $79M +311,360 +29.3% 6Q SEC ↗
3 JONES FINANCIAL COMPANIES LLLP 988,967 $57M +198,507 +25.1% 6Q SEC ↗
4 MORGAN STANLEY 545,211 $31M +377,288 +224.7% 2Q SEC ↗
5 Cetera Investment Advisers 394,624 $23M +10,842 +2.8% 7Q SEC ↗
6 Perigon Wealth Management, LLC 294,680 $17M +48,591 +19.7% 4Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 260,693 $15M +32,208 +14.1% 6Q SEC ↗
8 UBS Group AG 236,128 $14M +86,453 +57.8% 4Q SEC ↗
9 WELLS FARGO & COMPANY/MN 210,087 $12M +103,168 +96.5% 7Q SEC ↗
10 SageGuard Financial Group, LLC 128,930 $7M +17,056 +15.2% 3Q SEC ↗
11 NATIXIS ADVISORS, LLC 108,458 $6M +37,882 +53.7% 3Q SEC ↗
12 RAYMOND JAMES FINANCIAL INC 105,257 $6M +93,060 +763.0% 3Q SEC ↗
13 Brookstone Capital Management 82,212 $5M -7,503 -8.4% 5Q SEC ↗
14 Cambridge Investment Research Advisors 82,030 $5M -3,626 -4.2% 6Q SEC ↗
15 Talon Private Wealth, LLC 73,982 $4M -9,667 -11.6% 2Q SEC ↗
16 OSAIC HOLDINGS, INC. 71,123 $4M +34,046 +91.8% 6Q SEC ↗
17 Prospera Financial Services Inc 66,090 $4M +4,769 +7.8% 4Q SEC ↗
18 Private Advisor Group, LLC 65,304 $4M -123,796 -65.5% 5Q SEC ↗
19 PREVAIL INNOVATIVE WEALTH ADVISORS, LL 64,445 $4M -70,766 -52.3% 3Q SEC ↗
20 Triad Wealth Partners, LLC 62,790 $4M -14,161 -18.4% 4Q SEC ↗
21 Apollon Wealth Management, LLC 53,282 $3M +382 +0.7% 4Q SEC ↗
22 IFP Advisors, Inc 51,634 $3M +1,017 +2.0% 2Q SEC ↗
23 OLD MISSION CAPITAL LLC NEW 40,903 $2M — +0.0% 1Q SEC ↗
24 Western Wealth Management, LLC 40,138 $2M +3,268 +8.9% 4Q SEC ↗
25 NAPLES GLOBAL ADVISORS, LLC 38,505 $2M +4,275 +12.5% 6Q SEC ↗
26 ENVESTNET ASSET MANAGEMENT INC 38,340 $2M +25,782 +205.3% 4Q SEC ↗
27 BANK OF AMERICA CORP /DE 29,768 $2M -121 -0.4% 6Q SEC ↗
28 Kingsview Wealth Management, LLC 24,635 $1M +1,559 +6.8% 3Q SEC ↗
29 Dynamic Advisor Solutions LLC 20,979 $1M +103 +0.5% 7Q SEC ↗
30 NewEdge Advisors, LLC 18,920 $1M +14,101 +292.6% 3Q SEC ↗
31 &PARTNERS NEW 15,738 $907K — +0.0% 1Q SEC ↗
32 Elequin Capital, LP NEW 15,588 $898K — +0.0% 1Q SEC ↗
33 ROYAL BANK OF CANADA 15,488 $892K +442 +2.9% 8Q SEC ↗
34 STIFEL FINANCIAL CORP 14,354 $827K +1,773 +14.1% 4Q SEC ↗
35 STEPHENS INC /AR 13,623 $785K +7,600 +126.2% 2Q SEC ↗
36 MML INVESTORS SERVICES, LLC 13,163 $758K +2,668 +25.4% 2Q SEC ↗
37 Guided Capital Wealth Management, LLC 13,004 $749K — +0.0% 3Q SEC ↗
38 IFG Advisory, LLC NEW 13,003 $749K — +0.0% 1Q SEC ↗
39 Stillwater Wealth Management Group 12,835 $739K +700 +5.8% 3Q SEC ↗
40 Janney Montgomery Scott LLC 12,200 $703K -500 -3.9% 4Q SEC ↗
41 Kestra Advisory Services, LLC 10,574 $609K -51 -0.5% 4Q SEC ↗
42 PRIVATE TRUST CO NA 8,518 $491K — +0.0% 4Q SEC ↗
43 Gladstone Institutional Advisory LLC NEW 7,890 $454K — +0.0% 1Q SEC ↗
44 Stratos Wealth Partners, LTD. 7,673 $442K +203 +2.7% 5Q SEC ↗
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 7,468 $430K — +0.0% 1Q SEC ↗
46 Barnett & Company, Inc. 6,865 $395K -410 -5.6% 4Q SEC ↗
47 RETIREMENT FINANCIAL SOLUTIONS, LLC 6,788 $391K -489 -6.7% 3Q SEC ↗
48 HRT FINANCIAL LP 6,322 $364K +1,891 +42.7% 2Q SEC ↗
49 JANE STREET GROUP, LLC 6,310 $363K -19,471 -75.5% 8Q SEC ↗
50 WINNACLE WEALTH LLC NEW 6,284 $362K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +377,288 +224.7% 545,211
LPL Financial LLC +311,360 +29.3% 1,374,254
JONES FINANCIAL COMPANIES LLLP +198,507 +25.1% 988,967
WELLS FARGO & COMPANY/MN +103,168 +96.5% 210,087
RAYMOND JAMES FINANCIAL INC +93,060 +763.0% 105,257
UBS Group AG +86,453 +57.8% 236,128
Perigon Wealth Management, LLC +48,591 +19.7% 294,680
NATIXIS ADVISORS, LLC +37,882 +53.7% 108,458
OSAIC HOLDINGS, INC. +34,046 +91.8% 71,123
COMMONWEALTH EQUITY SERVICES, LLC +32,208 +14.1% 260,693
ENVESTNET ASSET MANAGEMENT INC +25,782 +205.3% 38,340
SageGuard Financial Group, LLC +17,056 +15.2% 128,930
NewEdge Advisors, LLC +14,101 +292.6% 18,920
Cetera Investment Advisers +10,842 +2.8% 394,624
STEPHENS INC /AR +7,600 +126.2% 13,623
Prospera Financial Services Inc +4,769 +7.8% 66,090
NAPLES GLOBAL ADVISORS, LLC +4,275 +12.5% 38,505
Western Wealth Management, LLC +3,268 +8.9% 40,138
LANARK FINANCIAL, INC. +2,964 +204.4% 4,414
MML INVESTORS SERVICES, LLC +2,668 +25.4% 13,163
Biggest Decreases (17)
HolderReducedChange %Total Shares
Private Advisor Group, LLC -123,796 -65.5% 65,304
Invesco Ltd. -84,623 -4.0% 2,045,422
PREVAIL INNOVATIVE WEALTH ADVISORS, -70,766 -52.3% 64,445
JANE STREET GROUP, LLC -19,471 -75.5% 6,310
Triad Wealth Partners, LLC -14,161 -18.4% 62,790
Talon Private Wealth, LLC -9,667 -11.6% 73,982
Brookstone Capital Management -7,503 -8.4% 82,212
Gateway Wealth Partners, LLC -3,734 -46.8% 4,242
Cambridge Investment Research Advis -3,626 -4.2% 82,030
Steward Partners Investment Advisor -1,082 -58.5% 768
FLAGSHIP HARBOR ADVISORS, LLC -622 -12.3% 4,448
Janney Montgomery Scott LLC -500 -3.9% 12,200
RETIREMENT FINANCIAL SOLUTIONS, LLC -489 -6.7% 6,788
Barnett & Company, Inc. -410 -5.6% 6,865
BANK OF AMERICA CORP /DE -121 -0.4% 29,768
Geneos Wealth Management Inc. -75 -6.3% 1,107
Kestra Advisory Services, LLC -51 -0.5% 10,574

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms