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Wellington-Altus USA’s Invesco China Technology ETF CQQQ Stock Holding History

Wellington-Altus USA’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
Q2 		$198K Buy
+4,310
New +$223K 0.14% 122
2026
Q1 		– Sell
-5,210
Closed -$271K – 707
2025
Q4 		$271K Buy
+5,210
New +$283K 0.2% 95

Other funds holding CQQQ

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MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SRA
Summit Rock Advisors New York $76.1M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.4B AUM 33.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington-Altus USA's CQQQ Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in Invesco China Technology ETF (CQQQ) in Q2 2026: 4,310 shares worth $198K. The stake represents 0.14% of the portfolio and ranks #122 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in CQQQ as recently as Q4 2025.

Wellington-Altus USA first reported a position in CQQQ in Q4 2025 and has held it in 2 quarters since. The position peaked at $271K in Q4 2025. 130 funds tracked by Wall St. Rank hold CQQQ as of Q2 2026.

  • Wellington-Altus USA held 4,310 shares of Invesco China Technology ETF worth $198K as of Q2 2026.
  • Invesco China Technology ETF was a new Wellington-Altus USA position in Q2 2026.
  • Invesco China Technology ETF made up 0.14% of Wellington-Altus USA's portfolio in Q2 2026, its #122 holding.
  • Wellington-Altus USA first reported a position in Invesco China Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Wellington-Altus USA's Invesco China Technology ETF position peaked at $271K in Q4 2025.
  • 130 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.