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Leonard Rickey Investment Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Leonard Rickey Investment Advisors’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
2020
Q3 		– Sell
-3,628
Closed -$230K – 67
2020
Q2 		$230K Buy
+3,628
New +$199K 0.15% 58

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SW
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Leonard Rickey Investment Advisors's CQQQ Position: Q3 2020 in Review

Leonard Rickey Investment Advisors sold out of Invesco China Technology ETF (CQQQ) in Q3 2020, closing a stake of 3,628 shares — an estimated $230K sold.

Leonard Rickey Investment Advisors first reported a position in CQQQ in Q2 2020 and held it in 1 quarter. The position peaked at $230K in Q2 2020. 100 funds tracked by Wall St. Rank hold CQQQ as of Q3 2020.

  • Leonard Rickey Investment Advisors reported no remaining Invesco China Technology ETF position as of Q3 2020 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 3,628 Invesco China Technology ETF shares in Q3 2020, an estimated $230K.
  • Leonard Rickey Investment Advisors first reported a position in Invesco China Technology ETF in Q2 2020 and held it in 1 quarter.
  • Leonard Rickey Investment Advisors's Invesco China Technology ETF position peaked at $230K in Q2 2020.
  • 100 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.