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

Axxcess 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
2025
Q1 		– Sell
-19,293
Closed -$760K – 857
2024
Q4 		$760K Buy
19,293
+925
+5% +$38.5K 0.02% 464
2024
Q3 		$758K Hold
18,368
– – 0.02% 455
2024
Q2 		$616K Hold
18,368
– – 0.02% 481
2024
Q1 		$589K Buy
18,368
+8,268
+82% +$262K 0.02% 501
2023
Q4 		$363K Buy
+10,100
New +$364K 0.01% 591

Other funds holding CQQQ

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
GC
GFG Capital Miami, Florida $313M AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Axxcess Wealth Management's CQQQ Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Invesco China Technology ETF (CQQQ) in Q1 2025, closing a stake of 19,293 shares — an estimated $760K sold.

Axxcess Wealth Management first reported a position in CQQQ in Q4 2023 and held it in 5 quarters. The position peaked at $760K in Q4 2024. 82 funds tracked by Wall St. Rank hold CQQQ as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Invesco China Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 19,293 Invesco China Technology ETF shares in Q1 2025, an estimated $760K.
  • Axxcess Wealth Management first reported a position in Invesco China Technology ETF in Q4 2023 and held it in 5 quarters.
  • Axxcess Wealth Management's Invesco China Technology ETF position peaked at $760K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.