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Financial Advocates Investment Management’s Invesco China Technology ETF CQQQ Stock Holding History

Financial Advocates Investment 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
2022
Q3 		– Sell
-11,415
Closed -$576K – 765
2022
Q2 		$576K Buy
+11,415
New +$515K 0.05% 374

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GC
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Financial Advocates Investment Management's CQQQ Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Invesco China Technology ETF (CQQQ) in Q3 2022, closing a stake of 11,415 shares — an estimated $576K sold.

Financial Advocates Investment Management first reported a position in CQQQ in Q2 2022 and held it in 1 quarter. The position peaked at $576K in Q2 2022. 83 funds tracked by Wall St. Rank hold CQQQ as of Q3 2022.

  • Financial Advocates Investment Management reported no remaining Invesco China Technology ETF position as of Q3 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,415 Invesco China Technology ETF shares in Q3 2022, an estimated $576K.
  • Financial Advocates Investment Management first reported a position in Invesco China Technology ETF in Q2 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invesco China Technology ETF position peaked at $576K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.