Institute for Wealth Management’s Invesco China Technology ETF CQQQ Stock Holding History

Institute for 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
2021 Q1	–	Sell	-2,500	Closed	-$206K	–	474
2020 Q4	$206K	Buy	+2,500	New	+$192K	0.04%	422
2020 Q1	–	Sell	-1,200	Closed	-$63K	–	422
2019 Q4	$63K	Buy	+1,200	New	+$59.2K	0.01%	501

Other funds holding CQQQ

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFA

Paradigm Financial Advisors Des Peres, Missouri $453M AUM 28.51% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Institute for Wealth Management's CQQQ Position: Q1 2021 in Review

Institute for Wealth Management sold out of Invesco China Technology ETF (CQQQ) in Q1 2021, closing a stake of 2,500 shares — an estimated $206K sold.

Institute for Wealth Management first reported a position in CQQQ in Q4 2019 and held it in 2 quarters. The position peaked at $206K in Q4 2020. 133 funds tracked by Wall St. Rank hold CQQQ as of Q1 2021.

Institute for Wealth Management reported no remaining Invesco China Technology ETF position as of Q1 2021 after selling out during the quarter.
Institute for Wealth Management sold 2,500 Invesco China Technology ETF shares in Q1 2021, an estimated $206K.
Institute for Wealth Management first reported a position in Invesco China Technology ETF in Q4 2019 and held it in 2 quarters.
Institute for Wealth Management's Invesco China Technology ETF position peaked at $206K in Q4 2020.
133 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2021.

Based on Institute for Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.