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Spire Wealth Management’s Invesco China Technology ETF CQQQ Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-3,227
Closed -$201K – 2578
2021
Q4 		$201K Buy
+3,227
New +$215K ﹤0.01% 1088
2021
Q2 		– Sell
-100
Closed -$8K – 2647
2021
Q1 		$8K Buy
+100
New +$9.28K ﹤0.01% 2471

Other funds holding CQQQ

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 $313M AUM 24.22% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Spire Wealth Management's CQQQ Position: Q1 2022 in Review

Spire Wealth Management sold out of Invesco China Technology ETF (CQQQ) in Q1 2022, closing a stake of 3,227 shares — an estimated $201K sold.

Spire Wealth Management first reported a position in CQQQ in Q1 2021 and held it in 2 quarters. The position peaked at $201K in Q4 2021. 101 funds tracked by Wall St. Rank hold CQQQ as of Q1 2022.

  • Spire Wealth Management reported no remaining Invesco China Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 3,227 Invesco China Technology ETF shares in Q1 2022, an estimated $201K.
  • Spire Wealth Management first reported a position in Invesco China Technology ETF in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's Invesco China Technology ETF position peaked at $201K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.