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

Wealthcare Advisory Partners’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
-28
Closed -$2K – 1238
2018
Q2 		$2K Buy
+28
New +$1.65K ﹤0.01% 1109

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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

Wealthcare Advisory Partners's CQQQ Position: Q3 2018 in Review

Wealthcare Advisory Partners sold out of Invesco China Technology ETF (CQQQ) in Q3 2018, closing a stake of 28 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in CQQQ in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 57 funds tracked by Wall St. Rank hold CQQQ as of Q3 2018.

  • Wealthcare Advisory Partners reported no remaining Invesco China Technology ETF position as of Q3 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 28 Invesco China Technology ETF shares in Q3 2018, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Invesco China Technology ETF in Q2 2018 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco China Technology ETF position peaked at $2K in Q2 2018.
  • 57 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2018, filed 14 Nov 2018.