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Means Investment Company’s Invesco China Technology ETF CQQQ Stock Holding History

Means Investment Company’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
2021
Q1 		– Sell
-1,980
Closed -$211K – 189
2020
Q4 		$211K Buy
+1,980
New +$152K 0.05% 170

Other funds holding CQQQ

MIFH
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Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFA
Paradigm Financial Advisors Des Peres, Missouri $453M AUM 28.51% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Means Investment Company's CQQQ Position: Q1 2021 in Review

Means Investment Company sold out of Invesco China Technology ETF (CQQQ) in Q1 2021, closing a stake of 1,980 shares — an estimated $211K sold.

Means Investment Company first reported a position in CQQQ in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 133 funds tracked by Wall St. Rank hold CQQQ as of Q1 2021.

  • Means Investment Company reported no remaining Invesco China Technology ETF position as of Q1 2021 after selling out during the quarter.
  • Means Investment Company sold 1,980 Invesco China Technology ETF shares in Q1 2021, an estimated $211K.
  • Means Investment Company first reported a position in Invesco China Technology ETF in Q4 2020 and held it in 1 quarter.
  • Means Investment Company's Invesco China Technology ETF position peaked at $211K in Q4 2020.
  • 133 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2021.

Based on Means Investment Company's 13F filing for Q1 2021, filed 5 Apr 2021.