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Heritage Wealth Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Heritage Wealth Advisors’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 		$33K Hold
578
– – ﹤0.01% 381
2026
Q1 		$26.6K Hold
578
– – ﹤0.01% 402
2025
Q4 		$30.1K Buy
+578
New +$31.4K ﹤0.01% 364

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

Heritage Wealth Advisors's CQQQ Position: Q2 2026 in Review

Heritage Wealth Advisors held its Invesco China Technology ETF (CQQQ) position steady in Q2 2026 at 578 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Heritage Wealth Advisors first reported a position in CQQQ in Q4 2025 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold CQQQ as of Q2 2026.

  • Heritage Wealth Advisors held 578 shares of Invesco China Technology ETF worth $33K as of Q2 2026.
  • Heritage Wealth Advisors left its Invesco China Technology ETF share count unchanged in Q2 2026.
  • Invesco China Technology ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #381 holding.
  • Heritage Wealth Advisors first reported a position in Invesco China Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.