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McCarley & Cook Financial Planners’s Invesco China Technology ETF CQQQ Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$14.4K Hold
320
– – 0.01% 157
2026
Q2 		$18.2K Hold
320
– – 0.01% 134
2026
Q1 		$14.7K Hold
320
– – 0.01% 149
2025
Q4 		$16.6K Buy
+320
New +$17.4K 0.02% 132

Other funds holding CQQQ

Summit Rock Advisors
Summit Rock Advisors New York $47M AUM 15.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Jessup Wealth Management
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
WPA
WIT Partners Advisory Singapore $82.3M AUM 21.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

McCarley & Cook Financial Planners's CQQQ Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Invesco China Technology ETF (CQQQ) position steady in Q3 2026 at 320 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #157.

McCarley & Cook Financial Planners first reported a position in CQQQ in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.2K in Q2 2026. 21 funds tracked by Wall St. Rank hold CQQQ as of Q3 2026.

  • McCarley & Cook Financial Planners held 320 shares of Invesco China Technology ETF worth $14.4K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Invesco China Technology ETF share count unchanged in Q3 2026.
  • Invesco China Technology ETF made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #157 holding.
  • McCarley & Cook Financial Planners first reported a position in Invesco China Technology ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Invesco China Technology ETF position peaked at $18.2K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.