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Sowell Financial Services’s Invesco China Technology ETF CQQQ Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-55
Closed -$4K – 962
2021
Q1 		$4K Hold
55
– – ﹤0.01% 2652
2020
Q4 		$5K Buy
+55
New +$4.22K ﹤0.01% 2260

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SW
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JP Morgan Chase
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFA
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GC
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Sowell Financial Services's CQQQ Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco China Technology ETF (CQQQ) in Q2 2021, closing a stake of 55 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in CQQQ in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 127 funds tracked by Wall St. Rank hold CQQQ as of Q2 2021.

  • Sowell Financial Services reported no remaining Invesco China Technology ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 55 Invesco China Technology ETF shares in Q2 2021, an estimated $4K.
  • Sowell Financial Services first reported a position in Invesco China Technology ETF in Q4 2020 and held it in 2 quarters.
  • Sowell Financial Services's Invesco China Technology ETF position peaked at $5K in Q4 2020.
  • 127 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.