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Patriot Financial Group Insurance Agency’s Invesco China Technology ETF CQQQ Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-38
Closed -$3K – 2157
2021
Q2 		$3K Buy
38
+5
+15% +$405 ﹤0.01% 1765
2021
Q1 		$3K Buy
+33
New +$3.06K ﹤0.01% 1676

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SW
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MIH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PFA
Paradigm Financial Advisors Des Peres, Missouri $453M AUM 28.51% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CQQQ Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Invesco China Technology ETF (CQQQ) in Q3 2021, closing a stake of 38 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in CQQQ in Q1 2021 and held it in 2 quarters. The position peaked at $3K in Q2 2021. 121 funds tracked by Wall St. Rank hold CQQQ as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco China Technology ETF position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 38 Invesco China Technology ETF shares in Q3 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco China Technology ETF in Q1 2021 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Invesco China Technology ETF position peaked at $3K in Q2 2021.
  • 121 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.