Financial Architects (New Jersey)’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-750	Closed	-$27K	–	625
2020 Q2	$27K	Hold	750	–	–	0.01%	498
2020 Q1	$19K	Buy	+750	New	+$21.2K	0.01%	527
2015 Q1	–	Sell	-1,125	Closed	-$15K	–	1010
2014 Q4	$15K	Hold	1,125	–	–	0.01%	586
2014 Q3	$15K	Hold	1,125	–	–	0.01%	523
2014 Q2	$15K	Buy	+1,125	New	+$14.4K	0.01%	554

Other funds holding PNQI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

AAM

Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return

Financial Architects (New Jersey)'s PNQI Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Invesco NASDAQ Internet ETF (PNQI) in Q3 2020, closing a stake of 750 shares — an estimated $27K sold.

Financial Architects (New Jersey) first reported a position in PNQI in Q2 2014 and held it in 5 quarters. The position peaked at $27K in Q2 2020. 120 funds tracked by Wall St. Rank hold PNQI as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Invesco NASDAQ Internet ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 750 Invesco NASDAQ Internet ETF shares in Q3 2020, an estimated $27K.
Financial Architects (New Jersey) first reported a position in Invesco NASDAQ Internet ETF in Q2 2014 and held it in 5 quarters.
Financial Architects (New Jersey)'s Invesco NASDAQ Internet ETF position peaked at $27K in Q2 2020.
120 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.