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Lake Street Advisors Group’s Invesco China Technology ETF CQQQ Stock Holding History

Lake Street Advisors Group’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
Q1 		– Sell
-17,298
Closed -$751K – 352
2022
Q4 		$751K Buy
+17,298
New +$663K 0.05% 163

Other funds holding CQQQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GFG Capital Miami, Florida $313M AUM 24.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return

Lake Street Advisors Group's CQQQ Position: Q1 2023 in Review

Lake Street Advisors Group sold out of Invesco China Technology ETF (CQQQ) in Q1 2023, closing a stake of 17,298 shares — an estimated $751K sold.

Lake Street Advisors Group first reported a position in CQQQ in Q4 2022 and held it in 1 quarter. The position peaked at $751K in Q4 2022. 85 funds tracked by Wall St. Rank hold CQQQ as of Q1 2023.

  • Lake Street Advisors Group reported no remaining Invesco China Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Lake Street Advisors Group sold 17,298 Invesco China Technology ETF shares in Q1 2023, an estimated $751K.
  • Lake Street Advisors Group first reported a position in Invesco China Technology ETF in Q4 2022 and held it in 1 quarter.
  • Lake Street Advisors Group's Invesco China Technology ETF position peaked at $751K in Q4 2022.
  • 85 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2023.

Based on Lake Street Advisors Group's 13F filing for Q1 2023, filed 15 May 2023.