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Carolinas Wealth Consulting’s Invesco China Technology ETF CQQQ Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-434
Closed -$21K – 667
2020
Q1 		$21K Buy
434
+1
+0.2% +$54 0.01% 145
2019
Q4 		$22K Buy
+433
New +$21.4K 0.02% 72

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return

Carolinas Wealth Consulting's CQQQ Position: Q2 2020 in Review

Carolinas Wealth Consulting sold out of Invesco China Technology ETF (CQQQ) in Q2 2020, closing a stake of 434 shares — an estimated $21K sold.

Carolinas Wealth Consulting first reported a position in CQQQ in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 93 funds tracked by Wall St. Rank hold CQQQ as of Q2 2020.

  • Carolinas Wealth Consulting reported no remaining Invesco China Technology ETF position as of Q2 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 434 Invesco China Technology ETF shares in Q2 2020, an estimated $21K.
  • Carolinas Wealth Consulting first reported a position in Invesco China Technology ETF in Q4 2019 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Invesco China Technology ETF position peaked at $22K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2020, filed 13 Aug 2020.