Steward Partners Investment Advisory’s Invesco China Technology ETF CQQQ Stock Holding History

Steward Partners Investment Advisory’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	$2.35K	Hold	51	–	–	﹤0.01%	4008
2025 Q4	$2.65K	Hold	51	–	–	﹤0.01%	3881
2025 Q3	$3.01K	Hold	51	–	–	﹤0.01%	3804
2025 Q2	$2.26K	Hold	51	–	–	﹤0.01%	3706
2025 Q1	$2.26K	Hold	51	–	–	﹤0.01%	3618
2024 Q4	$2.01K	Hold	51	–	–	﹤0.01%	3634
2024 Q3	$2.1K	Hold	51	–	–	﹤0.01%	3429
2024 Q2	$1.71K	Hold	51	–	–	﹤0.01%	3312
2024 Q1	$1.64K	Hold	51	–	–	﹤0.01%	3319
2023 Q4	$1.83K	Hold	51	–	–	﹤0.01%	3220
2023 Q3	$1.85K	Sell	51 -125	-71%	-$4.95K	﹤0.01%	3091
2023 Q2	$6.98K	Sell	176 -100	-36%	-$4.17K	﹤0.01%	2685
2023 Q1	$12.9K	Hold	276	–	–	﹤0.01%	2446
2022 Q4	$12K	Hold	276	–	–	﹤0.01%	2472
2022 Q3	$10K	Hold	276	–	–	﹤0.01%	2525
2022 Q2	$14K	Sell	276 -201	-42%	-$9.07K	﹤0.01%	2374
2022 Q1	$22K	Hold	477	–	–	﹤0.01%	2307
2021 Q4	$30K	Sell	477 -600	-56%	-$40K	﹤0.01%	2133
2021 Q3	$71K	Sell	1,077 -1,275	-54%	-$91.2K	﹤0.01%	1701
2021 Q2	$198K	Sell	2,352 -175	-7%	-$14.2K	﹤0.01%	1552
2021 Q1	$206K	Buy	2,527 +475	+23%	+$44.1K	﹤0.01%	1282
2020 Q4	$169K	Buy	2,052 +1,925	+1,516%	+$148K	﹤0.01%	1137
2020 Q3	$9K	Hold	127	–	–	﹤0.01%	2170
2020 Q2	$8K	Sell	127 -11	-8%	-$603	﹤0.01%	2114
2020 Q1	$6K	Buy	138 +87	+171%	+$4.67K	﹤0.01%	2013
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	2416
2019 Q3	$2K	Buy	+51	New	+$2.31K	﹤0.01%	2413

Other funds holding CQQQ

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Steward Partners Investment Advisory's CQQQ Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco China Technology ETF (CQQQ) position steady in Q1 2026 at 51 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4008.

Steward Partners Investment Advisory first reported a position in CQQQ in Q3 2019 and has held it in 27 quarters since. The position peaked at $206K in Q1 2021. 113 funds tracked by Wall St. Rank hold CQQQ as of Q1 2026.

Steward Partners Investment Advisory held 51 shares of Invesco China Technology ETF worth $2.35K as of Q1 2026.
Steward Partners Investment Advisory left its Invesco China Technology ETF share count unchanged in Q1 2026.
Invesco China Technology ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4008 holding.
Steward Partners Investment Advisory first reported a position in Invesco China Technology ETF in Q3 2019 and has held it in 27 quarters since.
Steward Partners Investment Advisory's Invesco China Technology ETF position peaked at $206K in Q1 2021.
113 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.