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Kaizen Financial Strategies’s Invesco China Technology ETF CQQQ Stock Holding History

Kaizen Financial Strategies’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 		$578K Buy
7,100
+200
+3% +$18.6K 0.55% 56
2020
Q4 		$568K Buy
+6,900
New +$529K 0.63% 51

Other funds holding CQQQ

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
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
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Kaizen Financial Strategies's CQQQ Position: Q1 2021 in Review

Kaizen Financial Strategies increased its Invesco China Technology ETF (CQQQ) stake by 2.9% in Q1 2021, buying an estimated $18.6K and bringing the position to 7,100 shares worth $578K. The position accounts for 0.55% of the portfolio, ranked #56.

Kaizen Financial Strategies first reported a position in CQQQ in Q4 2020 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold CQQQ as of Q1 2021.

  • Kaizen Financial Strategies held 7,100 shares of Invesco China Technology ETF worth $578K as of Q1 2021.
  • Kaizen Financial Strategies bought 200 Invesco China Technology ETF shares in Q1 2021, an estimated $18.6K.
  • Invesco China Technology ETF made up 0.55% of Kaizen Financial Strategies's portfolio in Q1 2021, its #56 holding.
  • Kaizen Financial Strategies first reported a position in Invesco China Technology ETF in Q4 2020 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2021.

Based on Kaizen Financial Strategies's 13F filing for Q1 2021, filed 28 May 2021.