Stifel Financial
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Stifel Financial’s Invesco China Technology ETF CQQQ Stock Holding History

Stifel Financial’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
2025
Q2 		– Sell
-10,193
Closed -$452K – 3489
2025
Q1 		$452K Buy
+10,193
New +$449K ﹤0.01% 2733
2024
Q3 		– Sell
-50,054
Closed -$1.68M – 3380
2024
Q2 		$1.68M Buy
50,054
+30,845
+161% +$1.06M ﹤0.01% 1844
2024
Q1 		$616K Sell
19,209
-83,320
-81% -$2.64M ﹤0.01% 2486
2023
Q4 		$3.69M Buy
102,529
+73,699
+256% +$2.65M ﹤0.01% 1286
2023
Q3 		$1.04M Buy
28,830
+581
+2% +$23K ﹤0.01% 2027
2023
Q2 		$1.12M Buy
28,249
+3,298
+13% +$137K ﹤0.01% 2012
2023
Q1 		$1.16M Buy
+24,951
New +$1.16M ﹤0.01% 1944
2022
Q1 		– Sell
-3,496
Closed -$217K – 3386
2021
Q4 		$217K Sell
3,496
-7,152
-67% -$477K ﹤0.01% 3106
2021
Q3 		$700K Buy
10,648
+1,540
+17% +$110K ﹤0.01% 2356
2021
Q2 		$767K Buy
9,108
+1,514
+20% +$123K ﹤0.01% 2294
2021
Q1 		$618K Buy
7,594
+113
+2% +$10.5K ﹤0.01% 2343
2020
Q4 		$617K Buy
7,481
+2,557
+52% +$196K ﹤0.01% 2190
2020
Q3 		$341K Buy
4,924
+46
+0.9% +$3.2K ﹤0.01% 2316
2020
Q2 		$310K Sell
4,878
-1,965
-29% -$108K ﹤0.01% 2338
2020
Q1 		$325K Sell
6,843
-605
-8% -$32.5K ﹤0.01% 2123
2019
Q4 		$390K Buy
7,448
+2,112
+40% +$104K ﹤0.01% 2406
2019
Q3 		$245K Hold
5,336
– – ﹤0.01% 2548
2019
Q2 		$242K Buy
5,336
+458
+9% +$21.6K ﹤0.01% 2616
2019
Q1 		$240K Buy
+4,878
New +$222K ﹤0.01% 2496
2018
Q4 		– Sell
-5,211
Closed -$249K – 2689
2018
Q3 		$249K Buy
5,211
+248
+5% +$12.7K ﹤0.01% 2466
2018
Q2 		$276K Sell
4,963
-107
-2% -$6.29K ﹤0.01% 2352
2018
Q1 		$298K Sell
5,070
-10,086
-67% -$638K ﹤0.01% 2255
2017
Q4 		$917K Buy
+15,156
New +$921K ﹤0.01% 1576

Other funds holding CQQQ

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Stifel Financial's CQQQ Position: Q2 2025 in Review

Stifel Financial sold out of Invesco China Technology ETF (CQQQ) in Q2 2025, closing a stake of 10,193 shares — an estimated $452K sold.

Stifel Financial first reported a position in CQQQ in Q4 2017 and held it in 23 quarters. The position peaked at $3.69M in Q4 2023. 79 funds tracked by Wall St. Rank hold CQQQ as of Q2 2025.

  • Stifel Financial reported no remaining Invesco China Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 10,193 Invesco China Technology ETF shares in Q2 2025, an estimated $452K.
  • Stifel Financial first reported a position in Invesco China Technology ETF in Q4 2017 and held it in 23 quarters.
  • Stifel Financial's Invesco China Technology ETF position peaked at $3.69M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.