LPL Financial
CQQQ icon

LPL Financial’s Invesco China Technology ETF CQQQ Stock Holding History

LPL Financial’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
2026
Q1 		$1.42M Sell
30,917
-29,622
-49% -$1.56M ﹤0.01% 3826
2025
Q4 		$3.15M Buy
60,539
+20,884
+53% +$1.14M ﹤0.01% 2960
2025
Q3 		$2.34M Buy
39,655
+13,234
+50% +$661K ﹤0.01% 3179
2025
Q2 		$1.17M Sell
26,421
-35,481
-57% -$1.5M ﹤0.01% 3605
2025
Q1 		$2.74M Buy
61,902
+6,598
+12% +$290K ﹤0.01% 2665
2024
Q4 		$2.18M Buy
55,304
+5,052
+10% +$210K ﹤0.01% 2776
2024
Q3 		$2.07M Buy
50,252
+21,891
+77% +$722K ﹤0.01% 2703
2024
Q2 		$951K Buy
28,361
+3,136
+12% +$107K ﹤0.01% 3311
2024
Q1 		$808K Sell
25,225
-4,958
-16% -$157K ﹤0.01% 3373
2023
Q4 		$1.09M Sell
30,183
-4,507
-13% -$162K ﹤0.01% 2981
2023
Q3 		$1.26M Sell
34,690
-27,260
-44% -$1.08M ﹤0.01% 2705
2023
Q2 		$2.46M Sell
61,950
-13,261
-18% -$553K ﹤0.01% 2069
2023
Q1 		$3.5M Buy
75,211
+44,181
+142% +$2.05M ﹤0.01% 1736
2022
Q4 		$1.35M Sell
31,030
-23,792
-43% -$913K ﹤0.01% 2409
2022
Q3 		$1.99M Sell
54,822
-34,374
-39% -$1.52M ﹤0.01% 1985
2022
Q2 		$4.5M Buy
89,196
+63,028
+241% +$2.84M ﹤0.01% 1478
2022
Q1 		$1.23M Sell
26,168
-1,636
-6% -$90.2K ﹤0.01% 2444
2021
Q4 		$1.73M Sell
27,804
-19,659
-41% -$1.31M ﹤0.01% 2200
2021
Q3 		$3.12M Sell
47,463
-6,529
-12% -$467K ﹤0.01% 1714
2021
Q2 		$4.55M Sell
53,992
-2,662
-5% -$216K ﹤0.01% 1409
2021
Q1 		$4.62M Buy
56,654
+21,725
+62% +$2.02M 0.01% 1283
2020
Q4 		$2.88M Sell
34,929
-9,005
-20% -$690K ﹤0.01% 1437
2020
Q3 		$3.04M Buy
43,934
+10,395
+31% +$723K ﹤0.01% 1216
2020
Q2 		$2.13M Buy
33,539
+10,310
+44% +$566K ﹤0.01% 1315
2020
Q1 		$1.11M Sell
23,229
-5,872
-20% -$316K ﹤0.01% 1553
2019
Q4 		$1.53M Buy
29,101
+2,674
+10% +$132K ﹤0.01% 1546
2019
Q3 		$1.21M Sell
26,427
-4,690
-15% -$212K ﹤0.01% 1595
2019
Q2 		$1.41M Buy
31,117
+608
+2% +$28.6K ﹤0.01% 1477
2019
Q1 		$1.5M Buy
30,509
+1,482
+5% +$67.4K ﹤0.01% 1369
2018
Q4 		$1.14M Buy
29,027
+6,328
+28% +$267K ﹤0.01% 1430
2018
Q3 		$1.09M Sell
22,699
-35,775
-61% -$1.83M ﹤0.01% 1614
2018
Q2 		$3.25M Sell
58,474
-16,614
-22% -$977K 0.01% 900
2018
Q1 		$4.49M Buy
75,088
+1,342
+2% +$84.9K 0.01% 738
2017
Q4 		$4.47M Buy
73,746
+17,654
+31% +$1.07M 0.01% 708
2017
Q3 		$3.21M Buy
56,092
+14,333
+34% +$761K 0.01% 773
2017
Q2 		$1.95M Buy
41,759
+17,667
+73% +$791K 0.01% 947
2017
Q1 		$1.02M Buy
24,092
+17,032
+241% +$682K 0.01% 1249
2016
Q4 		$252K Buy
7,060
+364
+5% +$14K ﹤0.01% 2313
2016
Q3 		$277K Buy
+6,696
New +$253K ﹤0.01% 2181
2016
Q2 		– Sell
-8,594
Closed -$288K – 2682
2016
Q1 		$288K Sell
8,594
-552
-6% -$17.7K ﹤0.01% 2544
2015
Q4 		$320K Buy
+9,146
New +$323K ﹤0.01% 2487
2015
Q3 		– Sell
-7,879
Closed -$279K – 2802
2015
Q2 		$279K Sell
7,879
-826
-9% -$35.4K ﹤0.01% 2364
2015
Q1 		$338K Sell
8,705
-1,564
-15% -$56.5K ﹤0.01% 2141
2014
Q4 		$356K Sell
10,269
-1,781
-15% -$64.2K ﹤0.01% 2019
2014
Q3 		$422K Sell
12,050
-145
-1% -$5.45K ﹤0.01% 1921
2014
Q2 		$443K Buy
+12,195
New +$415K ﹤0.01% 1894

Other funds holding CQQQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

LPL Financial's CQQQ Position: Q1 2026 in Review

LPL Financial reduced its Invesco China Technology ETF (CQQQ) stake by 49% in Q1 2026, selling an estimated $1.56M and leaving 30,917 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3826.

LPL Financial first reported a position in CQQQ in Q2 2014 and has held it in 46 quarters since. The position peaked at $4.62M in Q1 2021. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

  • LPL Financial held 30,917 shares of Invesco China Technology ETF worth $1.42M as of Q1 2026.
  • LPL Financial sold 29,622 Invesco China Technology ETF shares in Q1 2026, an estimated $1.56M.
  • Invesco China Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3826 holding.
  • LPL Financial first reported a position in Invesco China Technology ETF in Q2 2014 and has held it in 46 quarters since.
  • LPL Financial's Invesco China Technology ETF position peaked at $4.62M in Q1 2021.
  • 113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.