Evelyn Partners Asset Management’s Invesco China Technology ETF CQQQ Stock Holding History

Evelyn Partners Asset Management’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	$4.87M	Buy	+105,744	New	+$5.56M	1.2%	34

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

Evelyn Partners Asset Management's CQQQ Position: Q1 2026 in Review

Evelyn Partners Asset Management opened a new position in Invesco China Technology ETF (CQQQ) in Q1 2026: 105,744 shares worth $4.87M. The stake represents 1.2% of the portfolio and ranks #34 among its holdings.

113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

Evelyn Partners Asset Management held 105,744 shares of Invesco China Technology ETF worth $4.87M as of Q1 2026.
Invesco China Technology ETF was a new Evelyn Partners Asset Management position in Q1 2026.
Invesco China Technology ETF made up 1.2% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #34 holding.
113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

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