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Pension & Wealth Management Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Pension & Wealth Management 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
2026
Q1 		– Sell
-250
Closed -$13K – 528
2025
Q4 		$13K Hold
250
– – ﹤0.01% 398
2025
Q3 		$14.8K Buy
250
+40
+19% +$2K ﹤0.01% 378
2025
Q2 		$9.29K Hold
210
– – ﹤0.01% 368
2025
Q1 		$9.3K Buy
+210
New +$9.24K ﹤0.01% 367

Other funds holding CQQQ

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Pension & Wealth Management Advisors's CQQQ Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Invesco China Technology ETF (CQQQ) in Q1 2026, closing a stake of 250 shares — an estimated $13K sold.

Pension & Wealth Management Advisors first reported a position in CQQQ in Q1 2025 and held it in 4 quarters. The position peaked at $14.8K in Q3 2025. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

  • Pension & Wealth Management Advisors reported no remaining Invesco China Technology ETF position as of Q1 2026 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 250 Invesco China Technology ETF shares in Q1 2026, an estimated $13K.
  • Pension & Wealth Management Advisors first reported a position in Invesco China Technology ETF in Q1 2025 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's Invesco China Technology ETF position peaked at $14.8K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.