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

Evelyn Partners Investment Management Services’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	$1.09M	Buy	+23,709	New	+$1.25M	0.13%	87

Other funds holding CQQQ

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $14.9B AUM 46.8% 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 $16B AUM 29.1% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Evelyn Partners Investment Management Services opened a new position in Invesco China Technology ETF (CQQQ) in Q1 2026: 23,709 shares worth $1.09M. The stake represents 0.13% of the portfolio and ranks #87 among its holdings.

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

Evelyn Partners Investment Management Services held 23,709 shares of Invesco China Technology ETF worth $1.09M as of Q1 2026.
Invesco China Technology ETF was a new Evelyn Partners Investment Management Services position in Q1 2026.
Invesco China Technology ETF made up 0.13% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #87 holding.
113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

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