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 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%	-$6.51K	﹤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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

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

IFP Advisors's CQQQ Position: Q1 2026 in Review

IFP Advisors opened a new position in Invesco China Technology ETF (CQQQ) in Q1 2026: 2,296 shares worth $106K. The stake represents ﹤0.01% of the portfolio and ranks #1808 among its holdings. This is a return to the name: IFP Advisors previously reported a position in CQQQ as recently as Q4 2023.

IFP Advisors first reported a position in CQQQ in Q4 2015 and has held it in 20 quarters since. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

IFP Advisors held 2,296 shares of Invesco China Technology ETF worth $106K as of Q1 2026.
Invesco China Technology ETF was a new IFP Advisors position in Q1 2026.
Invesco China Technology ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #1808 holding.
IFP Advisors first reported a position in Invesco China Technology ETF in Q4 2015 and has held it in 20 quarters since.
113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.