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Evermay Wealth Management’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Evermay Wealth Management’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
2025
Q2 		– Sell
-160
Closed -$7.06K – 597
2025
Q1 		$7.06K Hold
160
– – ﹤0.01% 469
2024
Q4 		$7.47K Hold
160
– – ﹤0.01% 467
2024
Q3 		$6.95K Hold
160
– – ﹤0.01% 486
2024
Q2 		$6.57K Buy
+160
New +$6.36K ﹤0.01% 485

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Evermay Wealth Management's PNQI Position: Q2 2025 in Review

Evermay Wealth Management sold out of Invesco NASDAQ Internet ETF (PNQI) in Q2 2025, closing a stake of 160 shares — an estimated $7.06K sold.

Evermay Wealth Management first reported a position in PNQI in Q2 2024 and held it in 4 quarters. The position peaked at $7.47K in Q4 2024. 141 funds tracked by Wall St. Rank hold PNQI as of Q2 2025.

  • Evermay Wealth Management reported no remaining Invesco NASDAQ Internet ETF position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 160 Invesco NASDAQ Internet ETF shares in Q2 2025, an estimated $7.06K.
  • Evermay Wealth Management first reported a position in Invesco NASDAQ Internet ETF in Q2 2024 and held it in 4 quarters.
  • Evermay Wealth Management's Invesco NASDAQ Internet ETF position peaked at $7.47K in Q4 2024.
  • 141 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.