Jessup Wealth Management
CQQQ icon

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

Jessup 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
2026
Q3 		$6.36M Sell
141,633
-2,896
-2% -$145K 1.34% 18
2026
Q2 		$8.24M Buy
144,529
+9,595
+7% +$496K 2.46% 17
2026
Q1 		$6.21M Buy
134,934
+697
+0.5% +$36.6K 2.27% 16
2025
Q4 		$6.98M Buy
+134,237
New +$7.3M 2.31% 13

Other funds holding CQQQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
Summit Rock Advisors
Summit Rock Advisors New York $47M AUM 15.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Carrera Capital Advisors
Carrera Capital Advisors Troy, Michigan $705M AUM 12.86% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Jessup Wealth Management's CQQQ Position: Q3 2026 in Review

Jessup Wealth Management reduced its Invesco China Technology ETF (CQQQ) stake by 2% in Q3 2026, selling an estimated $145K and leaving 141,633 shares worth $6.36M. The position accounts for 1.34% of the portfolio, ranked #18.

Jessup Wealth Management first reported a position in CQQQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.24M in Q2 2026. 61 funds tracked by Wall St. Rank hold CQQQ as of Q3 2026.

  • Jessup Wealth Management held 141,633 shares of Invesco China Technology ETF worth $6.36M as of Q3 2026.
  • Jessup Wealth Management sold 2,896 Invesco China Technology ETF shares in Q3 2026, an estimated $145K.
  • Invesco China Technology ETF made up 1.34% of Jessup Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Jessup Wealth Management first reported a position in Invesco China Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • Jessup Wealth Management's Invesco China Technology ETF position peaked at $8.24M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2026.

Based on Jessup Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.