Carson Wealth (CWM LLC)
CQQQ icon

Carson Wealth (CWM LLC)’s Invesco China Technology ETF CQQQ Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$35.1K Buy
763
+182
+31% +$9.57K ﹤0.01% 4055
2025
Q4 		$30K Hold
581
– – ﹤0.01% 3946
2025
Q3 		$34K Buy
+581
New +$29K ﹤0.01% 3798
2024
Q4 		– Sell
-100
Closed -$4K – 4938
2024
Q3 		$4K Hold
100
– – ﹤0.01% 4165
2024
Q2 		$3K Hold
100
– – ﹤0.01% 4052
2024
Q1 		$3K Sell
100
-19
-16% -$603 ﹤0.01% 3824
2023
Q4 		$4K Sell
119
-6
-5% -$216 ﹤0.01% 3580
2023
Q3 		$5K Sell
125
-55
-31% -$2.18K ﹤0.01% 3432
2023
Q2 		$7K Sell
180
-1,500
-89% -$62.5K ﹤0.01% 3265
2023
Q1 		$78K Buy
1,680
+1,555
+1,244% +$72.3K ﹤0.01% 1619
2022
Q4 		$5K Hold
125
– – ﹤0.01% 3149
2022
Q3 		$5K Hold
125
– – ﹤0.01% 3049
2022
Q2 		$6K Buy
125
+25
+25% +$1.13K ﹤0.01% 2861
2022
Q1 		$5K Sell
100
-5
-5% -$276 ﹤0.01% 2816
2021
Q4 		$7K Buy
+105
New +$7.01K ﹤0.01% 2534
2021
Q2 		$8K Hold
100
– – ﹤0.01% 2177
2021
Q1 		$8K Hold
100
– – ﹤0.01% 2177
2020
Q4 		$8K Hold
100
– – ﹤0.01% 2177
2020
Q3 		$8K Hold
100
– – ﹤0.01% 2177
2020
Q2 		$8K Hold
100
– – ﹤0.01% 2177
2020
Q1 		$8K Hold
100
– – ﹤0.01% 2177
2019
Q4 		$8K Hold
100
– – ﹤0.01% 2177
2019
Q3 		$8K Hold
100
– – ﹤0.01% 2177
2019
Q2 		$8K Hold
100
– – ﹤0.01% 2177
2019
Q1 		$8K Buy
+100
New +$4.54K ﹤0.01% 2177

Other funds holding CQQQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CQQQ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco China Technology ETF (CQQQ) stake by 31% in Q1 2026, buying an estimated $9.57K and bringing the position to 763 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4055.

Carson Wealth (CWM LLC) first reported a position in CQQQ in Q1 2019 and has held it in 25 quarters since. The position peaked at $78K in Q1 2023. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 763 shares of Invesco China Technology ETF worth $35.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 182 Invesco China Technology ETF shares in Q1 2026, an estimated $9.57K.
  • Invesco China Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4055 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco China Technology ETF in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco China Technology ETF position peaked at $78K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.