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Catalyst Private Wealth’s Invesco China Technology ETF CQQQ Stock Holding History

Catalyst Private Wealth’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
Q4 		– Sell
-171
Closed -$12K – 94
2020
Q3 		$12K Buy
+171
New +$11.9K 0.01% 196

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Catalyst Private Wealth's CQQQ Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Invesco China Technology ETF (CQQQ) in Q4 2020, closing a stake of 171 shares — an estimated $12K sold.

Catalyst Private Wealth first reported a position in CQQQ in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 118 funds tracked by Wall St. Rank hold CQQQ as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Invesco China Technology ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 171 Invesco China Technology ETF shares in Q4 2020, an estimated $12K.
  • Catalyst Private Wealth first reported a position in Invesco China Technology ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Invesco China Technology ETF position peaked at $12K in Q3 2020.
  • 118 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.