IFP Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

IFP 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 Q3	$2.47K	Buy	+55	New	+$2.75K	﹤0.01%	4132
2026 Q2	–	Sell	-2,296	Closed	-$106K	–	5168
2026 Q1	$106K	Buy	+2,296	New	+$121K	﹤0.01%	1808
2024 Q1	–	Sell	-790	Closed	-$28.4K	–	3146
2023 Q4	$28.4K	Hold	790	–	–	﹤0.01%	1780
2023 Q3	$28.6K	Hold	790	–	–	﹤0.01%	1782
2023 Q2	$31.3K	Hold	790	–	–	﹤0.01%	1809
2023 Q1	$47.2K	Hold	790	–	–	﹤0.01%	1604
2022 Q4	$47K	Hold	790	–	–	﹤0.01%	2287
2022 Q3	$47K	Hold	790	–	–	﹤0.01%	2406
2022 Q2	$47K	Hold	790	–	–	﹤0.01%	2205
2022 Q1	$47K	Buy	790 +650	+464%	+$35.8K	﹤0.01%	2205
2021 Q4	$8K	Buy	140 +100	+250%	+$6.67K	﹤0.01%	2294
2021 Q3	$3K	Hold	40	–	–	﹤0.01%	2707
2021 Q2	$3K	Hold	40	–	–	﹤0.01%	2618
2021 Q1	$3K	Hold	40	–	–	﹤0.01%	2543
2020 Q4	$3K	Sell	40 -85	-68%	-$6.52K	﹤0.01%	2484
2020 Q3	$8K	Buy	125 +85	+213%	+$5.92K	﹤0.01%	1976
2020 Q2	$3K	Hold	40	–	–	﹤0.01%	2248
2020 Q1	$2K	Hold	40	–	–	﹤0.01%	2340
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	2494
2019 Q3	$2K	Buy	+40	New	+$1.81K	﹤0.01%	2667
2016 Q1	–	Sell	-350	Closed	-$13K	–	2552
2015 Q4	$13K	Buy	+350	New	+$12.4K	﹤0.01%	2420

Other funds holding CQQQ

Summit Rock Advisors New York $47M AUM 15.03% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

WPA

WIT Partners Advisory Singapore $82.3M AUM 21.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

IFP Advisors's CQQQ Position: Q3 2026 in Review

IFP Advisors opened a new position in Invesco China Technology ETF (CQQQ) in Q3 2026: 55 shares worth $2.47K. The stake represents ﹤0.01% of the portfolio and ranks #4132 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CQQQ as recently as Q1 2026.

IFP Advisors first reported a position in CQQQ in Q4 2015 and has held it in 21 quarters since. The position peaked at $106K in Q1 2026. 17 funds tracked by Wall St. Rank hold CQQQ as of Q3 2026.

IFP Advisors held 55 shares of Invesco China Technology ETF worth $2.47K as of Q3 2026.
Invesco China Technology ETF was a new IFP Advisors position in Q3 2026.
Invesco China Technology ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4132 holding.
IFP Advisors first reported a position in Invesco China Technology ETF in Q4 2015 and has held it in 21 quarters since.
IFP Advisors's Invesco China Technology ETF position peaked at $106K in Q1 2026.
17 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.