LWA
PNQI icon

Lenox Wealth Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-215
Closed -$6K – 899
2019
Q4 		$6K Buy
+215
New +$5.78K ﹤0.01% 464

Other funds holding PNQI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return

Lenox Wealth Advisors's PNQI Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q1 2020, closing a stake of 215 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in PNQI in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 84 funds tracked by Wall St. Rank hold PNQI as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 215 Invesco NASDAQ Internet ETF shares in Q1 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Invesco NASDAQ Internet ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco NASDAQ Internet ETF position peaked at $6K in Q4 2019.
  • 84 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.