Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Carson Wealth (CWM LLC)’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 		$11.6K Buy
259
+133
+106% +$6.49K ﹤0.01% 4723
2025
Q4 		$7K Hold
126
– – ﹤0.01% 4711
2025
Q3 		$7K Sell
126
-120
-49% -$6.45K ﹤0.01% 4632
2025
Q2 		$13K Buy
246
+120
+95% +$5.63K ﹤0.01% 4172
2025
Q1 		$6K Buy
+126
New +$6.01K ﹤0.01% 4397
2024
Q1 		– Sell
-20
Closed -$1K – 4654
2023
Q4 		$1K Sell
20
-36
-64% -$1.19K ﹤0.01% 4013
2023
Q3 		$2K Buy
56
+36
+180% +$1.15K ﹤0.01% 3849
2023
Q2 		$1K Hold
20
– – ﹤0.01% 4033
2023
Q1 		$1K Hold
20
– – ﹤0.01% 3893
2022
Q4 		$0 Hold
20
– – ﹤0.01% 4184
2022
Q3 		$0 Hold
20
– – ﹤0.01% 4124
2022
Q2 		$0 Sell
20
-3,480
-99% -$95.2K ﹤0.01% 4034
2022
Q1 		$118K Sell
3,500
-225
-6% -$7.97K ﹤0.01% 1266
2021
Q4 		$161K Buy
+3,725
New +$174K ﹤0.01% 1112
2021
Q2 		$154K Hold
3,000
– – ﹤0.01% 991
2021
Q1 		$154K Hold
3,000
– – ﹤0.01% 991
2020
Q4 		$154K Hold
3,000
– – ﹤0.01% 991
2020
Q3 		$154K Hold
3,000
– – ﹤0.01% 991
2020
Q2 		$154K Hold
3,000
– – ﹤0.01% 991
2020
Q1 		$154K Hold
3,000
– – ﹤0.01% 991
2019
Q4 		$154K Hold
3,000
– – ﹤0.01% 991
2019
Q3 		$154K Hold
3,000
– – ﹤0.01% 991
2019
Q2 		$154K Hold
3,000
– – ﹤0.01% 991
2019
Q1 		$154K Buy
3,000
+1,925
+179% +$48.9K ﹤0.01% 991
2018
Q4 		$24K Buy
1,075
+940
+696% +$22.2K ﹤0.01% 1084
2018
Q3 		$4K Buy
+135
New +$3.71K ﹤0.01% 1406

Other funds holding PNQI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PNQI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco NASDAQ Internet ETF (PNQI) stake by 106% in Q1 2026, buying an estimated $6.49K and bringing the position to 259 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4723.

Carson Wealth (CWM LLC) first reported a position in PNQI in Q3 2018 and has held it in 26 quarters since. The position peaked at $161K in Q4 2021. 126 funds tracked by Wall St. Rank hold PNQI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 259 shares of Invesco NASDAQ Internet ETF worth $11.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 133 Invesco NASDAQ Internet ETF shares in Q1 2026, an estimated $6.49K.
  • Invesco NASDAQ Internet ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4723 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco NASDAQ Internet ETF in Q3 2018 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco NASDAQ Internet ETF position peaked at $161K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.