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Next Financial Group’s Invesco China Technology ETF CQQQ Stock Holding History

Next Financial 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
2021
Q4 		$82K Buy
1,314
+457
+53% +$30.5K 0.01% 1263
2021
Q3 		$56K Buy
857
+39
+5% +$2.79K ﹤0.01% 1366
2021
Q2 		$69K Buy
818
+380
+87% +$30.8K 0.01% 1259
2021
Q1 		$36K Buy
+438
New +$40.6K ﹤0.01% 1412
2017
Q3 		– Sell
-3,940
Closed -$184K – 1776
2017
Q2 		$184K Buy
+3,940
New +$176K 0.05% 377

Other funds holding CQQQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
GAG
GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Next Financial Group's CQQQ Position: Q4 2021 in Review

Next Financial Group increased its Invesco China Technology ETF (CQQQ) stake by 53% in Q4 2021, buying an estimated $30.5K and bringing the position to 1,314 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #1263.

Next Financial Group first reported a position in CQQQ in Q2 2017 and has held it in 5 quarters since. The position peaked at $184K in Q2 2017. 116 funds tracked by Wall St. Rank hold CQQQ as of Q4 2021.

  • Next Financial Group held 1,314 shares of Invesco China Technology ETF worth $82K as of Q4 2021.
  • Next Financial Group bought 457 Invesco China Technology ETF shares in Q4 2021, an estimated $30.5K.
  • Invesco China Technology ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1263 holding.
  • Next Financial Group first reported a position in Invesco China Technology ETF in Q2 2017 and has held it in 5 quarters since.
  • Next Financial Group's Invesco China Technology ETF position peaked at $184K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.