Apriem Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Apriem Advisors’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
2020 Q1	–	Sell	-5,050	Closed	-$266K	–	117
2019 Q4	$266K	Buy	5,050 +415	+9%	+$20.5K	0.05%	110
2019 Q3	$212K	Buy	+4,635	New	+$210K	0.05%	119

Other funds holding CQQQ

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Apriem Advisors's CQQQ Position: Q1 2020 in Review

Apriem Advisors sold out of Invesco China Technology ETF (CQQQ) in Q1 2020, closing a stake of 5,050 shares — an estimated $266K sold.

Apriem Advisors first reported a position in CQQQ in Q3 2019 and held it in 2 quarters. The position peaked at $266K in Q4 2019. 97 funds tracked by Wall St. Rank hold CQQQ as of Q1 2020.

Apriem Advisors reported no remaining Invesco China Technology ETF position as of Q1 2020 after selling out during the quarter.
Apriem Advisors sold 5,050 Invesco China Technology ETF shares in Q1 2020, an estimated $266K.
Apriem Advisors first reported a position in Invesco China Technology ETF in Q3 2019 and held it in 2 quarters.
Apriem Advisors's Invesco China Technology ETF position peaked at $266K in Q4 2019.
97 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.