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Clearstead Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Clearstead 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
2026
Q1 		$673K Buy
14,626
+14,544
+17,737% +$765K 0.01% 641
2025
Q4 		$4.26K Buy
+82
New +$4.46K ﹤0.01% 2044

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

Clearstead Advisors's CQQQ Position: Q1 2026 in Review

Clearstead Advisors increased its Invesco China Technology ETF (CQQQ) stake by 17,737% in Q1 2026, buying an estimated $765K and bringing the position to 14,626 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #641.

Clearstead Advisors first reported a position in CQQQ in Q4 2025 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

  • Clearstead Advisors held 14,626 shares of Invesco China Technology ETF worth $673K as of Q1 2026.
  • Clearstead Advisors bought 14,544 Invesco China Technology ETF shares in Q1 2026, an estimated $765K.
  • Invesco China Technology ETF made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #641 holding.
  • Clearstead Advisors first reported a position in Invesco China Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.