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Harvest Group Wealth Management’s Invesco China Technology ETF CQQQ Stock Holding History

Harvest Group 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
2019
Q4 		– Sell
-1
Closed – – 980
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1033
2019
Q2 		$0 Sell
1
-21
-95% -$989 ﹤0.01% 921
2019
Q1 		$1K Buy
+22
New +$1K ﹤0.01% 751

Other funds holding CQQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.04B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Harvest Group Wealth Management's CQQQ Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Invesco China Technology ETF (CQQQ) in Q4 2019, closing a stake of 1 share.

Harvest Group Wealth Management first reported a position in CQQQ in Q1 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 90 funds tracked by Wall St. Rank hold CQQQ as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Invesco China Technology ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1 Invesco China Technology ETF share in Q4 2019.
  • Harvest Group Wealth Management first reported a position in Invesco China Technology ETF in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Invesco China Technology ETF position peaked at $1K in Q1 2019.
  • 90 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.