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

Regal 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
2015
Q4 		– Sell
-120
Closed -$3K – 380
2015
Q3 		$3K Hold
120
– – ﹤0.01% 879
2015
Q2 		$4K Sell
120
-50
-29% -$2.15K ﹤0.01% 778
2015
Q1 		$7K Buy
+170
New +$6.14K ﹤0.01% 749

Other funds holding CQQQ

BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPCA
Bank Pictet & Cie (Asia) Singapore $1.57B AUM 25.56% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PBT
Pictet Bank & Trust Nassau, Bahamas $76.1M AUM 14.62% 1-Year Est. Return
BPCE
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $4.69B AUM 24.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's CQQQ Position: Q4 2015 in Review

Regal Investment Advisors sold out of Invesco China Technology ETF (CQQQ) in Q4 2015, closing a stake of 120 shares — an estimated $3K sold.

Regal Investment Advisors first reported a position in CQQQ in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q1 2015. 22 funds tracked by Wall St. Rank hold CQQQ as of Q4 2015.

  • Regal Investment Advisors reported no remaining Invesco China Technology ETF position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 120 Invesco China Technology ETF shares in Q4 2015, an estimated $3K.
  • Regal Investment Advisors first reported a position in Invesco China Technology ETF in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's Invesco China Technology ETF position peaked at $7K in Q1 2015.
  • 22 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.