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L.J. Altfest & Co’s Invesco China Technology ETF CQQQ Stock Holding History

L.J. Altfest & Co’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
Q3 		– Sell
-92,757
Closed -$4.68M – 263
2022
Q2 		$4.68M Buy
92,757
+3,198
+4% +$144K 0.84% 26
2022
Q1 		$4.21M Sell
89,559
-113,891
-56% -$6.28M 0.75% 25
2021
Q4 		$12.6M Buy
203,450
+133,947
+193% +$8.94M 2.41% 8
2021
Q3 		$4.57M Buy
+69,503
New +$4.97M 0.96% 21

Other funds holding CQQQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

L.J. Altfest & Co's CQQQ Position: Q3 2022 in Review

L.J. Altfest & Co sold out of Invesco China Technology ETF (CQQQ) in Q3 2022, closing a stake of 92,757 shares — an estimated $4.68M sold.

L.J. Altfest & Co first reported a position in CQQQ in Q3 2021 and held it in 4 quarters. The position peaked at $12.6M in Q4 2021. 83 funds tracked by Wall St. Rank hold CQQQ as of Q3 2022.

  • L.J. Altfest & Co reported no remaining Invesco China Technology ETF position as of Q3 2022 after selling out during the quarter.
  • L.J. Altfest & Co sold 92,757 Invesco China Technology ETF shares in Q3 2022, an estimated $4.68M.
  • L.J. Altfest & Co first reported a position in Invesco China Technology ETF in Q3 2021 and held it in 4 quarters.
  • L.J. Altfest & Co's Invesco China Technology ETF position peaked at $12.6M in Q4 2021.
  • 83 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2022.

Based on L.J. Altfest & Co's 13F filing for Q3 2022, filed 15 Nov 2022.