IPG Investment Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

IPG Investment 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
2022 Q1	–	Sell	-3,991	Closed	-$248K	–	176
2021 Q4	$248K	Buy	+3,991	New	+$266K	0.04%	168
2021 Q3	–	Sell	-2,982	Closed	-$251K	–	138
2021 Q2	$251K	Hold	2,982	–	–	0.07%	115
2021 Q1	$243K	Buy	+2,982	New	+$277K	0.05%	164
2020 Q4	–	Sell	-1,880	Closed	-$130K	–	176
2020 Q3	$130K	Sell	1,880 -5,642	-75%	-$393K	0.04%	142
2020 Q2	$477K	Sell	7,522 -1,720	-19%	-$94.3K	0.16%	74
2020 Q1	$443K	Buy	9,242 +1,720	+23%	+$92.4K	0.19%	74
2019 Q4	$396K	Sell	7,522 -300	-4%	-$14.8K	0.13%	94
2019 Q3	$358K	Buy	+7,822	New	+$354K	0.12%	85

Other funds holding CQQQ

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

GFG Capital Miami, Florida $313M AUM 24.22% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

IPG Investment Advisors's CQQQ Position: Q1 2022 in Review

IPG Investment Advisors sold out of Invesco China Technology ETF (CQQQ) in Q1 2022, closing a stake of 3,991 shares — an estimated $248K sold.

IPG Investment Advisors first reported a position in CQQQ in Q3 2019 and held it in 8 quarters. The position peaked at $477K in Q2 2020. 101 funds tracked by Wall St. Rank hold CQQQ as of Q1 2022.

IPG Investment Advisors reported no remaining Invesco China Technology ETF position as of Q1 2022 after selling out during the quarter.
IPG Investment Advisors sold 3,991 Invesco China Technology ETF shares in Q1 2022, an estimated $248K.
IPG Investment Advisors first reported a position in Invesco China Technology ETF in Q3 2019 and held it in 8 quarters.
IPG Investment Advisors's Invesco China Technology ETF position peaked at $477K in Q2 2020.
101 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2022.

Based on IPG Investment Advisors's 13F filing for Q1 2022, filed 13 May 2022.