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Fulcrum Equity Management’s Invesco China Technology ETF CQQQ Stock Holding History

Fulcrum Equity 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
2021
Q1 		– Sell
-8,377
Closed -$690K – 177
2020
Q4 		$690K Buy
8,377
+4,082
+95% +$313K 0.28% 74
2020
Q3 		$297K Buy
+4,295
New +$299K 0.14% 109

Other funds holding CQQQ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Paradigm Financial Advisors Des Peres, Missouri $453M AUM 28.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Fulcrum Equity Management's CQQQ Position: Q1 2021 in Review

Fulcrum Equity Management sold out of Invesco China Technology ETF (CQQQ) in Q1 2021, closing a stake of 8,377 shares — an estimated $690K sold.

Fulcrum Equity Management first reported a position in CQQQ in Q3 2020 and held it in 2 quarters. The position peaked at $690K in Q4 2020. 133 funds tracked by Wall St. Rank hold CQQQ as of Q1 2021.

  • Fulcrum Equity Management reported no remaining Invesco China Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Fulcrum Equity Management sold 8,377 Invesco China Technology ETF shares in Q1 2021, an estimated $690K.
  • Fulcrum Equity Management first reported a position in Invesco China Technology ETF in Q3 2020 and held it in 2 quarters.
  • Fulcrum Equity Management's Invesco China Technology ETF position peaked at $690K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2021.

Based on Fulcrum Equity Management's 13F filing for Q1 2021, filed 5 Apr 2021.