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Westside Investment Management’s Invesco China Technology ETF CQQQ Stock Holding History

Westside Investment Management’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
2024
Q3 		– Sell
-12
Closed -$402 – 995
2024
Q2 		$402 Hold
12
– – ﹤0.01% 963
2024
Q1 		$385 Hold
12
– – ﹤0.01% 877
2023
Q4 		$431 Hold
12
– – ﹤0.01% 841
2023
Q3 		$434 Sell
12
-154
-93% -$6.1K ﹤0.01% 815
2023
Q2 		$6.58K Hold
166
– – ﹤0.01% 660
2023
Q1 		$7.73K Hold
166
– – ﹤0.01% 634
2022
Q4 		$7 Hold
166
– – ﹤0.01% 647
2022
Q3 		$6 Hold
166
– – ﹤0.01% 664
2022
Q2 		$8 Hold
166
– – ﹤0.01% 627
2022
Q1 		$7 Hold
166
– – ﹤0.01% 646
2021
Q4 		$10 Buy
166
+154
+1,283% +$10.3K ﹤0.01% 588
2021
Q3 		$0 Hold
12
– – ﹤0.01% 749
2021
Q2 		$1 Hold
12
– – ﹤0.01% 717
2021
Q1 		$0 Hold
12
– – ﹤0.01% 720
2020
Q4 		$0 Hold
12
– – ﹤0.01% 651
2020
Q3 		$1 Hold
12
– – ﹤0.01% 628
2020
Q2 		$1 Hold
12
– – ﹤0.01% 613
2020
Q1 		$1 Buy
+12
New +$645 ﹤0.01% 621
2019
Q2 		$8 Buy
+184
New +$8.67K ﹤0.01% 498
2018
Q4 		$62.4K Sell
1,579
-6,799
-81% -$287K 0.02% 267
2018
Q3 		$359K Buy
8,378
+5,562
+198% +$284K 0.11% 106
2018
Q2 		$156K Buy
2,816
+600
+27% +$35.3K 0.05% 180
2018
Q1 		$129K Buy
2,216
+1,800
+433% +$114K 0.07% 192
2017
Q4 		$27K Buy
+416
New +$25.3K 0.01% 356

Other funds holding CQQQ

GC
GFG Capital Miami, Florida $313M AUM 24.22% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
IPAM
ICICI Prudential Asset Management Mumbai, India $833M AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westside Investment Management's CQQQ Position: Q3 2024 in Review

Westside Investment Management sold out of Invesco China Technology ETF (CQQQ) in Q3 2024, closing a stake of 12 shares — an estimated $402 sold.

Westside Investment Management first reported a position in CQQQ in Q4 2017 and held it in 24 quarters. The position peaked at $359K in Q3 2018. 57 funds tracked by Wall St. Rank hold CQQQ as of Q3 2024.

  • Westside Investment Management reported no remaining Invesco China Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Westside Investment Management sold 12 Invesco China Technology ETF shares in Q3 2024, an estimated $402.
  • Westside Investment Management first reported a position in Invesco China Technology ETF in Q4 2017 and held it in 24 quarters.
  • Westside Investment Management's Invesco China Technology ETF position peaked at $359K in Q3 2018.
  • 57 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2024.

Based on Westside Investment Management's 13F filing for Q3 2024, filed 20 Nov 2024.