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Valley National Advisers’s Invesco China Technology ETF CQQQ Stock Holding History

Valley National Advisers’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
Q2 		– Sell
-3
Closed – – 907
2022
Q1 		$0 Buy
+3
New +$165 ﹤0.01% 925

Other funds holding CQQQ

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Valley National Advisers's CQQQ Position: Q2 2022 in Review

Valley National Advisers sold out of Invesco China Technology ETF (CQQQ) in Q2 2022, closing a stake of 3 shares.

Valley National Advisers first reported a position in CQQQ in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 98 funds tracked by Wall St. Rank hold CQQQ as of Q2 2022.

  • Valley National Advisers reported no remaining Invesco China Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Valley National Advisers sold 3 Invesco China Technology ETF shares in Q2 2022.
  • Valley National Advisers first reported a position in Invesco China Technology ETF in Q1 2022 and held it in 1 quarter.
  • Valley National Advisers's Invesco China Technology ETF position peaked at $0 in Q1 2022.
  • 98 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2022.

Based on Valley National Advisers's 13F filing for Q2 2022, filed 15 Jul 2022.