Summit Rock Advisors
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Summit Rock Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Summit Rock 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
2026
Q3 		$20.1M Sell
447,427
-90,231
-17% -$4.51M 42.77% 2
2026
Q2 		$30.7M Buy
+537,658
New +$27.8M 40.27% 1

Other funds holding CQQQ

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Jessup Wealth Management
Jessup Wealth Management Dayton, Ohio $476M AUM 48.42% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
BFSG LLC
BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Summit Rock Advisors's CQQQ Position: Q3 2026 in Review

Summit Rock Advisors reduced its Invesco China Technology ETF (CQQQ) stake by 17% in Q3 2026, selling an estimated $4.51M and leaving 447,427 shares worth $20.1M. The position accounts for 42.77% of the portfolio, ranked #2.

Summit Rock Advisors first reported a position in CQQQ in Q2 2026 and has held it in 2 quarters since. The position peaked at $30.7M in Q2 2026. 36 funds tracked by Wall St. Rank hold CQQQ as of Q3 2026.

  • Summit Rock Advisors held 447,427 shares of Invesco China Technology ETF worth $20.1M as of Q3 2026.
  • Summit Rock Advisors sold 90,231 Invesco China Technology ETF shares in Q3 2026, an estimated $4.51M.
  • Invesco China Technology ETF made up 42.77% of Summit Rock Advisors's portfolio in Q3 2026, its #2 holding.
  • Summit Rock Advisors first reported a position in Invesco China Technology ETF in Q2 2026 and has held it in 2 quarters since.
  • Summit Rock Advisors's Invesco China Technology ETF position peaked at $30.7M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2026.

Based on Summit Rock Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.