Kingsview Wealth Management
CQQQ icon

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

Kingsview 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
2023
Q3 		– Sell
-21,320
Closed -$846K – 943
2023
Q2 		$846K Buy
+21,320
New +$888K 0.03% 459

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
QGA
Q Global Advisors Fort Worth, Texas $165M AUM 14.14% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Kingsview Wealth Management's CQQQ Position: Q3 2023 in Review

Kingsview Wealth Management sold out of Invesco China Technology ETF (CQQQ) in Q3 2023, closing a stake of 21,320 shares — an estimated $846K sold.

Kingsview Wealth Management first reported a position in CQQQ in Q2 2023 and held it in 1 quarter. The position peaked at $846K in Q2 2023. 76 funds tracked by Wall St. Rank hold CQQQ as of Q3 2023.

  • Kingsview Wealth Management reported no remaining Invesco China Technology ETF position as of Q3 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 21,320 Invesco China Technology ETF shares in Q3 2023, an estimated $846K.
  • Kingsview Wealth Management first reported a position in Invesco China Technology ETF in Q2 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Invesco China Technology ETF position peaked at $846K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2023.

Based on Kingsview Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.