Beaumont Financial Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Beaumont Financial 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
2026 Q1	–	Sell	-4,000	Closed	-$216K	–	390
2025 Q4	$216K	Hold	4,000	–	–	0.01%	351
2025 Q3	$223K	Hold	4,000	–	–	0.01%	376
2025 Q2	$209K	Buy	+4,000	New	+$188K	0.02%	365
2022 Q2	–	Sell	-16,475	Closed	-$557K	–	351
2022 Q1	$557K	Sell	16,475 -1,745	-10%	-$61.8K	0.04%	195
2021 Q4	$785K	Buy	18,220 +12,720	+231%	+$595K	0.06%	165
2021 Q3	$262K	Hold	5,500	–	–	0.02%	294
2021 Q2	$282K	Hold	5,500	–	–	0.02%	301
2021 Q1	$254K	Hold	5,500	–	–	0.02%	299
2020 Q4	$251K	Hold	5,500	–	–	0.02%	298
2020 Q3	$227K	Buy	+5,500	New	+$217K	0.02%	291

Other funds holding PNQI

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

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Beaumont Financial Advisors's PNQI Position: Q1 2026 in Review

Beaumont Financial Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q1 2026, closing a stake of 4,000 shares — an estimated $216K sold.

Beaumont Financial Advisors first reported a position in PNQI in Q3 2020 and held it in 10 quarters. The position peaked at $785K in Q4 2021. 126 funds tracked by Wall St. Rank hold PNQI as of Q1 2026.

Beaumont Financial Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q1 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 4,000 Invesco NASDAQ Internet ETF shares in Q1 2026, an estimated $216K.
Beaumont Financial Advisors first reported a position in Invesco NASDAQ Internet ETF in Q3 2020 and held it in 10 quarters.
Beaumont Financial Advisors's Invesco NASDAQ Internet ETF position peaked at $785K in Q4 2021.
126 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.