IFP Advisors
PQUS icon

IFP Advisors’s Pictet AI Enhanced US Equity ETF PQUS Stock Holding History

IFP Advisors’s Portfolio PQUS Stock Details PQUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$219K Sell
7,677
-16,406
-68% -$464K ﹤0.01% 1480
2026
Q2 		$667K Buy
+24,083
New +$646K 0.01% 916

Other funds holding PQUS

Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Virtue Capital Management
Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
SWMG LLC
SWMG LLC Fort Worth, Texas $457M AUM 16.28% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Fulcrum Equity Management
Fulcrum Equity Management Plano, Texas $126M AUM 32.55% 1-Year Est. Return
Hutchens & Kramer Investment Management Group
Hutchens & Kramer Investment Management Group Carmel, Indiana $335M AUM 15.41% 1-Year Est. Return

IFP Advisors's PQUS Position: Q3 2026 in Review

IFP Advisors reduced its Pictet AI Enhanced US Equity ETF (PQUS) stake by 68% in Q3 2026, selling an estimated $464K and leaving 7,677 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

IFP Advisors first reported a position in PQUS in Q2 2026 and has held it in 2 quarters since. The position peaked at $667K in Q2 2026. 15 funds tracked by Wall St. Rank hold PQUS as of Q3 2026.

  • IFP Advisors held 7,677 shares of Pictet AI Enhanced US Equity ETF worth $219K as of Q3 2026.
  • IFP Advisors sold 16,406 Pictet AI Enhanced US Equity ETF shares in Q3 2026, an estimated $464K.
  • Pictet AI Enhanced US Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1480 holding.
  • IFP Advisors first reported a position in Pictet AI Enhanced US Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • IFP Advisors's Pictet AI Enhanced US Equity ETF position peaked at $667K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Pictet AI Enhanced US Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.