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

Optimum 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
2025
Q3 		$354K Buy
6,000
+3,475
+138% +$174K 0.14% 132
2025
Q2 		$112K Buy
2,525
+725
+40% +$30.6K 0.05% 237
2025
Q1 		$79.8K Buy
+1,800
New +$79.2K 0.04% 274

Other funds holding CQQQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's CQQQ Position: Q3 2025 in Review

Optimum Investment Advisors increased its Invesco China Technology ETF (CQQQ) stake by 138% in Q3 2025, buying an estimated $174K and bringing the position to 6,000 shares worth $354K. The position accounts for 0.14% of the portfolio, ranked #132.

Optimum Investment Advisors first reported a position in CQQQ in Q1 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold CQQQ as of Q3 2025.

  • Optimum Investment Advisors held 6,000 shares of Invesco China Technology ETF worth $354K as of Q3 2025.
  • Optimum Investment Advisors bought 3,475 Invesco China Technology ETF shares in Q3 2025, an estimated $174K.
  • Invesco China Technology ETF made up 0.14% of Optimum Investment Advisors's portfolio in Q3 2025, its #132 holding.
  • Optimum Investment Advisors first reported a position in Invesco China Technology ETF in Q1 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.