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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
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 $173B AUM 20.72% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Heritage Wealth Advisors's CQQQ Position: Q1 2026 in Review

Heritage Wealth Advisors held its Invesco China Technology ETF (CQQQ) position steady in Q1 2026 at 578 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Heritage Wealth Advisors first reported a position in CQQQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.1K in Q4 2025. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

  • Heritage Wealth Advisors held 578 shares of Invesco China Technology ETF worth $26.6K as of Q1 2026.
  • Heritage Wealth Advisors left its Invesco China Technology ETF share count unchanged in Q1 2026.
  • Invesco China Technology ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #402 holding.
  • Heritage Wealth Advisors first reported a position in Invesco China Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Heritage Wealth Advisors's Invesco China Technology ETF position peaked at $30.1K in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.