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Integrated Wealth Concepts’s Invesco China Technology ETF CQQQ Stock Holding History

Integrated Wealth Concepts’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 		$139K Buy
+2,431
New +$126K ﹤0.01% 2577
2021
Q3 		– Sell
-4,248
Closed -$358K – 944
2021
Q2 		$358K Buy
+4,248
New +$344K 0.01% 614
2020
Q4 		– Sell
-8,144
Closed -$563K – 625
2020
Q3 		$563K Buy
8,144
+513
+7% +$35.7K 0.03% 316
2020
Q2 		$484K Sell
7,631
-760
-9% -$41.7K 0.03% 291
2020
Q1 		$402K Sell
8,391
-2,781
-25% -$149K 0.04% 265
2019
Q4 		$587K Buy
11,172
+503
+5% +$24.8K 0.05% 240
2019
Q3 		$488K Sell
10,669
-612
-5% -$27.7K 0.05% 211
2019
Q2 		$512K Buy
11,281
+350
+3% +$16.5K 0.07% 177
2019
Q1 		$537K Buy
10,931
+1,585
+17% +$72K 0.09% 157
2018
Q4 		$368K Buy
9,346
+804
+9% +$33.9K 0.1% 160
2018
Q3 		$410K Buy
8,542
+3,670
+75% +$188K 0.12% 138
2018
Q2 		$269K Buy
4,872
+1,400
+40% +$82.3K 0.09% 173
2018
Q1 		$203K Sell
3,472
-13
-0.4% -$822 0.08% 190
2017
Q4 		$227K Buy
+3,485
New +$212K 0.1% 170

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

Integrated Wealth Concepts's CQQQ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco China Technology ETF (CQQQ) in Q2 2026: 2,431 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #2577 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CQQQ as recently as Q2 2021.

Integrated Wealth Concepts first reported a position in CQQQ in Q4 2017 and has held it in 14 quarters since. The position peaked at $587K in Q4 2019. 129 funds tracked by Wall St. Rank hold CQQQ as of Q2 2026.

  • Integrated Wealth Concepts held 2,431 shares of Invesco China Technology ETF worth $139K as of Q2 2026.
  • Invesco China Technology ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco China Technology ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2577 holding.
  • Integrated Wealth Concepts first reported a position in Invesco China Technology ETF in Q4 2017 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Invesco China Technology ETF position peaked at $587K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.