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20/20 Capital Management’s Invesco China Technology ETF CQQQ Stock Holding History

20/20 Capital Management’s Portfolio CQQQ Stock Details CQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6,915
Closed -$679K – 156
2020
Q4 		$679K Buy
+6,915
New +$530K 0.2% 88

Other funds holding CQQQ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Paradigm Financial Advisors Des Peres, Missouri $453M AUM 28.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

20/20 Capital Management's CQQQ Position: Q1 2021 in Review

20/20 Capital Management sold out of Invesco China Technology ETF (CQQQ) in Q1 2021, closing a stake of 6,915 shares — an estimated $679K sold.

20/20 Capital Management first reported a position in CQQQ in Q4 2020 and held it in 1 quarter. The position peaked at $679K in Q4 2020. 133 funds tracked by Wall St. Rank hold CQQQ as of Q1 2021.

  • 20/20 Capital Management reported no remaining Invesco China Technology ETF position as of Q1 2021 after selling out during the quarter.
  • 20/20 Capital Management sold 6,915 Invesco China Technology ETF shares in Q1 2021, an estimated $679K.
  • 20/20 Capital Management first reported a position in Invesco China Technology ETF in Q4 2020 and held it in 1 quarter.
  • 20/20 Capital Management's Invesco China Technology ETF position peaked at $679K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2021.

Based on 20/20 Capital Management's 13F filing for Q1 2021, filed 12 May 2021.