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Invesco QQQ Income ADV ETF (QQA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,573,737 from 1,374,254
Change+199,483 (+15%)
Value$89.9M (+$10.7M)
Filed 2026-11-06
Perigon Wealth Management, LLC
INCREASED
Shares336,586 from 294,680
Change+41,906 (+14%)
Value$19.2M (+$2.2M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares285,075 from 260,693
Change+24,382 (+9%)
Value$16.3M (+$1.3M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares87,927 from 82,030
Change+5,897 (+7%)
Value$5.0M (+$294.0K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares76,010 from 66,090
Change+9,920 (+15%)
Value$4.1M (+$258.1K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares73,872 from 82,212
Change-8,340 (-10%)
Value$4.2M (-$518.6K)
Filed 2026-10-22
Triad Wealth Partners, LLC
INCREASED
Shares63,419 from 62,790
Change+629 (+1%)
Value$3.6M (+$152.6K)
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares57,275 from 64,445
Change-7,170 (-11%)
Value$3.3M (-$386.4K)
Filed 2026-10-20
Apollon Wealth Management, LLC
INCREASED
Shares57,085 from 53,282
Change+3,803 (+7%)
Value$3.3M (+$189.8K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares54,048 from 51,634
Change+2,414 (+5%)
Value$3.1M (+$111.4K)
Filed 2026-10-16
Naples Global Advisors, LLC
INCREASED
Shares41,230 from 38,505
Change+2,725 (+7%)
Value$2.4M (+$135.9K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares22,084 from 20,979
Change+1,105 (+5%)
Value$1.3M (+$52.3K)
Filed 2026-10-13
Winnacle Wealth LLC
INCREASED
Shares14,938 from 6,284
Change+8,654 (+138%)
Value$853.3K (+$491.1K)
Filed 2026-10-15
Guided Capital Wealth Management, LLC
INCREASED
Shares14,131 from 13,004
Change+1,127 (+9%)
Value$807.2K (+$57.7K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares10,702 from 10,574
Change+128 (+1%)
Value$611.3K (+$1.9K)
Filed 2026-11-02
Stillwater Wealth Management Group
DECREASED
Shares10,600 from 11,900
Change-1,300 (-11%)
Value$605.5K (-$80.4K)
Filed 2026-10-21
Private Trust Co NA
UNCHANGED
Shares8,518 from 8,518
Change0 (0%)
Value$486.5K (-$4.4K)
Filed 2026-10-20
Root Financial Partners, LLC
NEW
Shares8,300
Change+8,300
Value$474.1K
Filed 2026-10-21
Vise Technologies, Inc.
NEW
Shares8,300
Change+8,300
Value$474.1K
Filed 2026-10-29
Retirement Financial Solutions, LLC
INCREASED
Shares7,501 from 6,788
Change+713 (+11%)
Value$428.5K (+$37.3K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares7,293 from 5,168
Change+2,125 (+41%)
Value$416.6K (+$118.7K)
Filed 2026-10-23
Lanark Financial, Inc.
INCREASED
Shares6,883 from 4,414
Change+2,469 (+56%)
Value$393.2K (+$138.8K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
NEW
Shares6,619
Change+6,619
Value$378.1K
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
NEW
Shares5,241
Change+5,241
Value$299.4K
Filed 2026-10-23
Flagship Harbor Advisors, LLC
DECREASED
Shares4,374 from 4,448
Change-74 (-2%)
Value$249.9K (-$6.5K)
Filed 2026-10-26
MinichMacGregor Wealth Management, LLC
NEW
Shares4,341
Change+4,341
Value$248.0K
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares4,324 from 4,032
Change+292 (+7%)
Value$247.0K (+$14.6K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
NEW
Shares3,985
Change+3,985
Value$227.6K
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares3,940 from 1,271
Change+2,669 (+210%)
Value$225.6K (+$153.2K)
Filed 2026-11-02
US Bancorp \de\
UNCHANGED
Shares1,990 from 1,990
Change0 (0%)
Value$113.7K (-$1.0K)
Filed 2026-11-05
Brown, Lisle Ings, Inc.
INCREASED
Shares899 from 711
Change+188 (+26%)
Value$51.4K (+$10.4K)
Filed 2026-10-16
Fifth Third Bancorp
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$37.1K (-$334)
Filed 2026-11-05
Triumph Capital Management
INCREASED
Shares200 from 100
Change+100 (+100%)
Value$11.4K (+$5.7K)
Filed 2026-10-14
Oakworth Capital, Inc.
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$4.1K (+$13)
Filed 2026-10-26
PNC Financial Services Group, Inc.
NEW
Shares63
Change+63
Value$3.6K
Filed 2026-11-06
Evolution Wealth Management Inc.
NEW
Shares28
Change+28
Value$1.6K
Filed 2026-10-28
Invesco Ltd.
N/A
Shares— from 2,045,422
Change-2,045,422 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 988,967
Change-988,967 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 545,211
Change-545,211 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 394,624
Change-394,624 (-100%)
Value—
UBS Group AG
N/A
Shares— from 236,128
Change-236,128 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 210,087
Change-210,087 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 128,930
Change-128,930 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 108,458
Change-108,458 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 105,257
Change-105,257 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 73,982
Change-73,982 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 71,123
Change-71,123 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 65,304
Change-65,304 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 40,903
Change-40,903 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 40,138
Change-40,138 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 38,340
Change-38,340 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 29,768
Change-29,768 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 24,635
Change-24,635 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
&partners
N/A
Shares— from 15,738
Change-15,738 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 15,588
Change-15,588 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 15,488
Change-15,488 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 14,354
Change-14,354 (-100%)
Value—
Stephens Inc
N/A
Shares— from 13,623
Change-13,623 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 13,163
Change-13,163 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 12,200
Change-12,200 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,890
Change-7,890 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,468
Change-7,468 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 6,322
Change-6,322 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,960
Change-5,960 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,242
Change-4,242 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 768
Change-768 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 504
Change-504 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 250
Change-250 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,573,7371,374,254+199,483+15%$79.2M$89.9M+$10.7M2026-11-06
Perigon Wealth Management, LLC
INCREASED336,586294,680+41,906+14%$17.0M$19.2M+$2.2M2026-10-22
Commonwealth Equity Services, LLC
INCREASED285,075260,693+24,382+9%$15.0M$16.3M+$1.3M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED87,92782,030+5,897+7%$4.7M$5.0M+$294.0K2026-11-02
Prospera Financial Services Inc
INCREASED76,01066,090+9,920+15%$3.8M$4.1M+$258.1K2026-11-04
Brookstone Capital Management
DECREASED73,87282,212-8,340-10%$4.7M$4.2M-$518.6K2026-10-22
Triad Wealth Partners, LLC
INCREASED63,41962,790+629+1%$3.5M$3.6M+$152.6K2026-10-26
Prevail Innovative Wealth Advisors, LLC
DECREASED57,27564,445-7,170-11%$3.7M$3.3M-$386.4K2026-10-20
Apollon Wealth Management, LLC
INCREASED57,08553,282+3,803+7%$3.1M$3.3M+$189.8K2026-10-23
IFP Advisors, Inc
INCREASED54,04851,634+2,414+5%$3.0M$3.1M+$111.4K2026-10-16
Naples Global Advisors, LLC
INCREASED41,23038,505+2,725+7%$2.2M$2.4M+$135.9K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED22,08420,979+1,105+5%$1.2M$1.3M+$52.3K2026-10-13
Winnacle Wealth LLC
INCREASED14,9386,284+8,654+138%$362.1K$853.3K+$491.1K2026-10-15
Guided Capital Wealth Management, LLC
INCREASED14,13113,004+1,127+9%$749.5K$807.2K+$57.7K2026-10-21
Kestra Advisory Services, LLC
INCREASED10,70210,574+128+1%$609.4K$611.3K+$1.9K2026-11-02
Stillwater Wealth Management Group
DECREASED10,60011,900-1,300-11%$685.8K$605.5K-$80.4K2026-10-21
Private Trust Co NA
UNCHANGED8,5188,51800%$490.9K$486.5K-$4.4K2026-10-20
Root Financial Partners, LLC
NEW8,300—+8,300——$474.1K—2026-10-21
Vise Technologies, Inc.
NEW8,300—+8,300——$474.1K—2026-10-29
Retirement Financial Solutions, LLC
INCREASED7,5016,788+713+11%$391.2K$428.5K+$37.3K2026-10-20
Sigma Planning Corp
INCREASED7,2935,168+2,125+41%$297.9K$416.6K+$118.7K2026-10-23
Lanark Financial, Inc.
INCREASED6,8834,414+2,469+56%$254.4K$393.2K+$138.8K2026-10-26
J.W. Cole Advisors, Inc.
NEW6,619—+6,619——$378.1K—2026-11-05
Kingswood Wealth Advisors, LLC
NEW5,241—+5,241——$299.4K—2026-10-23
Flagship Harbor Advisors, LLC
DECREASED4,3744,448-74-2%$256.3K$249.9K-$6.5K2026-10-26
MinichMacGregor Wealth Management, LLC
NEW4,341—+4,341——$248.0K—2026-10-14
Independent Financial Group, LLC
INCREASED4,3244,032+292+7%$232.4K$247.0K+$14.6K2026-10-13
Patriot Financial Group Insurance Agency, LLC
NEW3,985—+3,985——$227.6K—2026-10-14
International Assets Investment Management, LLC
INCREASED3,9401,271+2,669+210%$72.4K$225.6K+$153.2K2026-11-02
US Bancorp \de\
UNCHANGED1,9901,99000%$114.7K$113.7K-$1.0K2026-11-05
Brown, Lisle Ings, Inc.
INCREASED899711+188+26%$41.0K$51.4K+$10.4K2026-10-16
Fifth Third Bancorp
UNCHANGED65065000%$37.5K$37.1K-$3342026-11-05
Triumph Capital Management
INCREASED200100+100+100%$5.8K$11.4K+$5.7K2026-10-14
Oakworth Capital, Inc.
UNCHANGED727200%$4.1K$4.1K+$132026-10-26
PNC Financial Services Group, Inc.
NEW63—+63——$3.6K—2026-11-06
Evolution Wealth Management Inc.
NEW28—+28——$1.6K—2026-10-28
Invesco Ltd.
N/A—2,045,422-2,045,422-100%$117.9M———
Jones Financial Companies Lllp
N/A—988,967-988,967-100%$55.2M———
Morgan Stanley
N/A—545,211-545,211-100%$31.4M———
Cetera Investment Advisers
N/A—394,624-394,624-100%$22.7M———
UBS Group AG
N/A—236,128-236,128-100%$13.6M———
Wells Fargo & Company
N/A—210,087-210,087-100%$12.1M———
SageGuard Financial Group, LLC
N/A—128,930-128,930-100%$7.4M———
Natixis Advisors, LLC
N/A—108,458-108,458-100%$6.3M———
Raymond James Financial Inc
N/A—105,257-105,257-100%$6.1M———
Talon Private Wealth, LLC
N/A—73,982-73,982-100%$4.3M———
Osaic Holdings, Inc.
N/A—71,123-71,123-100%$4.1M———
Private Advisor Group, LLC
N/A—65,304-65,304-100%$3.8M———
Old Mission Capital LLC
N/A—40,903-40,903-100%$2.4M———
Western Wealth Management, LLC
N/A—40,138-40,138-100%$2.3M———
Envestnet Asset Management Inc
N/A—38,340-38,340-100%$2.2M———
Bank of America Corp
N/A—29,768-29,768-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—24,635-24,635-100%$1.4M———
NewEdge Advisors, LLC
N/A—18,920-18,920-100%$1.1M———
&partners
N/A—15,738-15,738-100%$905.9K———
Elequin Capital, LP
N/A—15,588-15,588-100%$898.4K———
Royal Bank of Canada
N/A—15,488-15,488-100%$893.0K———
Stifel Financial Corp
N/A—14,354-14,354-100%$827.3K———
Stephens Inc
N/A—13,623-13,623-100%$785.1K———
MML Investors Services, LLC
N/A—13,163-13,163-100%$758.6K———
IFG Advisory, LLC
N/A—13,003-13,003-100%$749.4K———
Janney Montgomery Scott LLC
N/A—12,200-12,200-100%$703.0K———
Gladstone Institutional Advisory LLC
N/A—7,890-7,890-100%$454.7K———
Stratos Wealth Partners, Ltd.
N/A—7,673-7,673-100%$442.3K———
Susquehanna International Group, LLP
N/A—7,468-7,468-100%$430.4K———
Barnett & Company, Inc.
N/A—6,865-6,865-100%$395.6K———
HRT Financial LP
N/A—6,322-6,322-100%$364.0K———
Jane Street Group, LLC
N/A—6,310-6,310-100%$363.7K———
Ausdal Financial Partners, Inc.
N/A—5,960-5,960-100%$343.5K———
Gateway Wealth Partners, LLC
N/A—4,242-4,242-100%$244.5K———
Cerity Partners LLC
N/A—4,000-4,000-100%$230.5K———
Madison Wealth Partners, Inc
N/A—3,947-3,947-100%$227.5K———
Harbour Investments, Inc.
N/A—2,816-2,816-100%$162.3K———
Geneos Wealth Management Inc.
N/A—1,107-1,107-100%$63.8K———
HM Payson & Co
N/A—1,000-1,000-100%$57.6K———
Steward Partners Investment Advisory, LLC
N/A—768-768-100%$44.3K———
Global Retirement Partners, LLC
N/A—504-504-100%$29.1K———
Kerr Financial Planning Corp
N/A—250-250-100%$14.4K———
AE Wealth Management LLC
N/A—240-240-100%$13.8K———
Anchor Investment Management, LLC
N/A—104-104-100%$6.0K———
BFC Planning, Inc.
N/A—40-40-100%$2.3K———
Showing 81 of 81 institutions