Evergreen Capital Management’s Invesco China Technology ETF CQQQ Stock Holding History

Evergreen Capital 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	$11.1M	Buy	240,245 +2,749	+1%	+$145K	0.24%	100
2025 Q4	$12.3M	Buy	237,496 +17,379	+8%	+$945K	0.28%	91
2025 Q3	$13M	Buy	220,117 +6,664	+3%	+$333K	0.31%	81
2025 Q2	$9.45M	Buy	213,453 +20,016	+10%	+$844K	0.28%	94
2025 Q1	$8.57M	Buy	+193,437	New	+$8.52M	0.29%	98

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Evergreen Capital Management's CQQQ Position: Q1 2026 in Review

Evergreen Capital Management increased its Invesco China Technology ETF (CQQQ) stake by 1.2% in Q1 2026, buying an estimated $145K and bringing the position to 240,245 shares worth $11.1M. The position accounts for 0.24% of the portfolio, ranked #100.

Evergreen Capital Management first reported a position in CQQQ in Q1 2025 and has held it in 5 quarters since. The position peaked at $13M in Q3 2025. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

Evergreen Capital Management held 240,245 shares of Invesco China Technology ETF worth $11.1M as of Q1 2026.
Evergreen Capital Management bought 2,749 Invesco China Technology ETF shares in Q1 2026, an estimated $145K.
Invesco China Technology ETF made up 0.24% of Evergreen Capital Management's portfolio in Q1 2026, its #100 holding.
Evergreen Capital Management first reported a position in Invesco China Technology ETF in Q1 2025 and has held it in 5 quarters since.
Evergreen Capital Management's Invesco China Technology ETF position peaked at $13M in Q3 2025.
113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.