Winch Advisory Services’s Invesco China Technology ETF CQQQ Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-125	Closed	-$6K	–	405
2022 Q2	$6K	Hold	125	–	–	﹤0.01%	269
2022 Q1	$6K	Hold	125	–	–	﹤0.01%	296
2021 Q4	$8K	Hold	125	–	–	﹤0.01%	288
2021 Q3	$8K	Hold	125	–	–	﹤0.01%	285
2021 Q2	$11K	Hold	125	–	–	﹤0.01%	254
2021 Q1	$10K	Hold	125	–	–	﹤0.01%	246
2020 Q4	$10K	Hold	125	–	–	﹤0.01%	228
2020 Q3	$9K	Hold	125	–	–	﹤0.01%	217
2020 Q2	$8K	Hold	125	–	–	﹤0.01%	211
2020 Q1	$6K	Buy	+125	New	+$6.72K	﹤0.01%	207

Other funds holding CQQQ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GFG Capital Miami, Florida $313M AUM 24.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Winch Advisory Services's CQQQ Position: Q3 2022 in Review

Winch Advisory Services sold out of Invesco China Technology ETF (CQQQ) in Q3 2022, closing a stake of 125 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in CQQQ in Q1 2020 and held it in 10 quarters. The position peaked at $11K in Q2 2021. 83 funds tracked by Wall St. Rank hold CQQQ as of Q3 2022.

Winch Advisory Services reported no remaining Invesco China Technology ETF position as of Q3 2022 after selling out during the quarter.
Winch Advisory Services sold 125 Invesco China Technology ETF shares in Q3 2022, an estimated $6K.
Winch Advisory Services first reported a position in Invesco China Technology ETF in Q1 2020 and held it in 10 quarters.
Winch Advisory Services's Invesco China Technology ETF position peaked at $11K in Q2 2021.
83 funds tracked by Wall St. Rank held Invesco China Technology ETF as of Q3 2022.

Based on Winch Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.