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Bel Air Investment Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Bel Air Investment 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
2021
Q2 		$2.93M Buy
34,780
+129
+0.4% +$10.5K 0.09% 105
2021
Q1 		$2.82M Buy
+34,651
New +$3.21M 0.09% 114

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Bel Air Investment Advisors's CQQQ Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Invesco China Technology ETF (CQQQ) stake by 0.37% in Q2 2021, buying an estimated $10.5K and bringing the position to 34,780 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #105.

Bel Air Investment Advisors first reported a position in CQQQ in Q1 2021 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold CQQQ as of Q2 2021.

  • Bel Air Investment Advisors held 34,780 shares of Invesco China Technology ETF worth $2.93M as of Q2 2021.
  • Bel Air Investment Advisors bought 129 Invesco China Technology ETF shares in Q2 2021, an estimated $10.5K.
  • Invesco China Technology ETF made up 0.09% of Bel Air Investment Advisors's portfolio in Q2 2021, its #105 holding.
  • Bel Air Investment Advisors first reported a position in Invesco China Technology ETF in Q1 2021 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.