Financial Advocates Investment Management’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Financial Advocates Investment 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
2022 Q3	–	Sell	-9,270	Closed	-$222K	–	808
2022 Q2	$222K	Sell	9,270 -3,835	-29%	-$105K	0.02%	597
2022 Q1	$443K	Buy	13,105 +780	+6%	+$27.6K	0.03%	474
2021 Q4	$531K	Buy	12,325 +1,810	+17%	+$84.7K	0.03%	472
2021 Q3	$502K	Sell	10,515 -10	-0.1%	-$503	0.03%	473
2021 Q2	$540K	Sell	10,525 -470	-4%	-$22.6K	0.04%	466
2021 Q1	$507K	Sell	10,995 -955	-8%	-$45.7K	0.04%	481
2020 Q4	$545K	Buy	+11,950	New	+$525K	0.04%	427

Other funds holding PNQI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CAM

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

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

Financial Advocates Investment Management's PNQI Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of Invesco NASDAQ Internet ETF (PNQI) in Q3 2022, closing a stake of 9,270 shares — an estimated $222K sold.

Financial Advocates Investment Management first reported a position in PNQI in Q4 2020 and held it in 7 quarters. The position peaked at $545K in Q4 2020. 91 funds tracked by Wall St. Rank hold PNQI as of Q3 2022.

Financial Advocates Investment Management reported no remaining Invesco NASDAQ Internet ETF position as of Q3 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 9,270 Invesco NASDAQ Internet ETF shares in Q3 2022, an estimated $222K.
Financial Advocates Investment Management first reported a position in Invesco NASDAQ Internet ETF in Q4 2020 and held it in 7 quarters.
Financial Advocates Investment Management's Invesco NASDAQ Internet ETF position peaked at $545K in Q4 2020.
91 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.