AWM
CQQQ icon

AE Wealth Management’s Invesco China Technology ETF CQQQ Stock Holding History

AE Wealth 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
2026
Q2 		$1.25K Hold
22
– – ﹤0.01% 2579
2026
Q1 		$1.01K Hold
22
– – ﹤0.01% 2516
2025
Q4 		$1.14K Buy
22
+14
+175% +$761 ﹤0.01% 2376
2025
Q3 		$472 Hold
8
– – ﹤0.01% 2238
2025
Q2 		$354 Hold
8
– – ﹤0.01% 2111
2025
Q1 		$354 Hold
8
– – ﹤0.01% 2112
2024
Q4 		$315 Buy
+8
New +$333 ﹤0.01% 2091

Other funds holding CQQQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's CQQQ Position: Q2 2026 in Review

AE Wealth Management held its Invesco China Technology ETF (CQQQ) position steady in Q2 2026 at 22 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

AE Wealth Management first reported a position in CQQQ in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold CQQQ as of Q2 2026.

  • AE Wealth Management held 22 shares of Invesco China Technology ETF worth $1.25K as of Q2 2026.
  • AE Wealth Management left its Invesco China Technology ETF share count unchanged in Q2 2026.
  • Invesco China Technology ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2579 holding.
  • AE Wealth Management first reported a position in Invesco China Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.