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Golden State Wealth Management’s Invesco China Technology ETF CQQQ Stock Holding History

Golden State Wealth 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
Q2 		$12.3K Buy
+216
New +$11.2K ﹤0.01% 1069
2019
Q3 		– Sell
-1,900
Closed -$86K – 1076
2019
Q2 		$86K Hold
1,900
– – 0.03% 351
2019
Q1 		$93K Buy
+1,900
New +$86.4K 0.03% 330

Other funds holding CQQQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Golden State Wealth Management's CQQQ Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Invesco China Technology ETF (CQQQ) in Q2 2026: 216 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in CQQQ as recently as Q2 2019.

Golden State Wealth Management first reported a position in CQQQ in Q1 2019 and has held it in 3 quarters since. The position peaked at $93K in Q1 2019. 130 funds tracked by Wall St. Rank hold CQQQ as of Q2 2026.

  • Golden State Wealth Management held 216 shares of Invesco China Technology ETF worth $12.3K as of Q2 2026.
  • Invesco China Technology ETF was a new Golden State Wealth Management position in Q2 2026.
  • Invesco China Technology ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1069 holding.
  • Golden State Wealth Management first reported a position in Invesco China Technology ETF in Q1 2019 and has held it in 3 quarters since.
  • Golden State Wealth Management's Invesco China Technology ETF position peaked at $93K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.