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AJ Wealth Strategies’s Invesco China Technology ETF CQQQ Stock Holding History

AJ Wealth Strategies’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
2022
Q1 		– Sell
-9,501
Closed -$590K – 323
2021
Q4 		$590K Hold
9,501
– – 0.03% 181
2021
Q3 		$625K Buy
9,501
+304
+3% +$21.7K 0.03% 167
2021
Q2 		$774K Buy
9,197
+1,481
+19% +$120K 0.05% 145
2021
Q1 		$628K Buy
+7,716
New +$716K 0.04% 143

Other funds holding CQQQ

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GFG Capital Miami, Florida $313M AUM 24.22% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

AJ Wealth Strategies's CQQQ Position: Q1 2022 in Review

AJ Wealth Strategies sold out of Invesco China Technology ETF (CQQQ) in Q1 2022, closing a stake of 9,501 shares — an estimated $590K sold.

AJ Wealth Strategies first reported a position in CQQQ in Q1 2021 and held it in 4 quarters. The position peaked at $774K in Q2 2021. 101 funds tracked by Wall St. Rank hold CQQQ as of Q1 2022.

  • AJ Wealth Strategies reported no remaining Invesco China Technology ETF position as of Q1 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 9,501 Invesco China Technology ETF shares in Q1 2022, an estimated $590K.
  • AJ Wealth Strategies first reported a position in Invesco China Technology ETF in Q1 2021 and held it in 4 quarters.
  • AJ Wealth Strategies's Invesco China Technology ETF position peaked at $774K in Q2 2021.
  • 101 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.