Cerity Partners’s Invesco China Technology ETF CQQQ Stock Holding History

Cerity Partners’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	$402K	Buy	+8,744	New	+$460K	﹤0.01%	2416
2021 Q3	–	Sell	-3,145	Closed	-$265K	–	697
2021 Q2	$265K	Hold	3,145	–	–	0.01%	613
2021 Q1	$256K	Sell	3,145 -1,581	-33%	-$147K	0.01%	597
2020 Q4	$389K	Buy	4,726 +1,011	+27%	+$77.5K	0.01%	459
2020 Q3	$257K	Buy	+3,715	New	+$259K	0.01%	425

Other funds holding CQQQ

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

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

Cerity Partners's CQQQ Position: Q1 2026 in Review

Cerity Partners opened a new position in Invesco China Technology ETF (CQQQ) in Q1 2026: 8,744 shares worth $402K. The stake represents ﹤0.01% of the portfolio and ranks #2416 among its holdings. This is a return to the name: Cerity Partners previously reported a position in CQQQ as recently as Q2 2021.

Cerity Partners first reported a position in CQQQ in Q3 2020 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

Cerity Partners held 8,744 shares of Invesco China Technology ETF worth $402K as of Q1 2026.
Invesco China Technology ETF was a new Cerity Partners position in Q1 2026.
Invesco China Technology ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2416 holding.
Cerity Partners first reported a position in Invesco China Technology ETF in Q3 2020 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.