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Valeo Financial Advisors’s Invesco China Technology ETF CQQQ Stock Holding History

Valeo Financial 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
2018
Q3 		– Sell
-200
Closed -$10K – 1786
2018
Q2 		$10K Hold
200
– – ﹤0.01% 936
2018
Q1 		$12K Buy
+200
New +$12.6K ﹤0.01% 877

Other funds holding CQQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Valeo Financial Advisors's CQQQ Position: Q3 2018 in Review

Valeo Financial Advisors sold out of Invesco China Technology ETF (CQQQ) in Q3 2018, closing a stake of 200 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in CQQQ in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 57 funds tracked by Wall St. Rank hold CQQQ as of Q3 2018.

  • Valeo Financial Advisors reported no remaining Invesco China Technology ETF position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Invesco China Technology ETF shares in Q3 2018, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Invesco China Technology ETF in Q1 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Invesco China Technology ETF position peaked at $12K in Q1 2018.
  • 57 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.