BDO Wealth Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

BDO Wealth Advisors’s Portfolio PNQI Stock Details PNQI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,395	Closed	-$474K	–	1243
2020 Q4	$474K	Sell	10,395 -1,900	-15%	-$83.5K	0.07%	149
2020 Q3	$507K	Sell	12,295 -155	-1%	-$6.12K	0.08%	129
2020 Q2	$442K	Sell	12,450 -600	-5%	-$18.6K	0.08%	132
2020 Q1	$328K	Hold	13,050	–	–	0.07%	151
2019 Q4	$369K	Hold	13,050	–	–	0.1%	128
2019 Q3	$339K	Sell	13,050 -130	-1%	-$3.54K	0.09%	143
2019 Q2	$361K	Buy	+13,180	New	+$359K	0.1%	129

Other funds holding PNQI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

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

BDO Wealth Advisors's PNQI Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q1 2021, closing a stake of 10,395 shares — an estimated $474K sold.

BDO Wealth Advisors first reported a position in PNQI in Q2 2019 and held it in 7 quarters. The position peaked at $507K in Q3 2020. 130 funds tracked by Wall St. Rank hold PNQI as of Q1 2021.

BDO Wealth Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 10,395 Invesco NASDAQ Internet ETF shares in Q1 2021, an estimated $474K.
BDO Wealth Advisors first reported a position in Invesco NASDAQ Internet ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Invesco NASDAQ Internet ETF position peaked at $507K in Q3 2020.
130 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.