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Level Financial Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Level Financial 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
2022
Q1 		– Sell
-2,830
Closed -$122K – 268
2021
Q4 		$122K Buy
+2,830
New +$132K 0.09% 56

Other funds holding PNQI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AAM
Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return

Level Financial Advisors's PNQI Position: Q1 2022 in Review

Level Financial Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q1 2022, closing a stake of 2,830 shares — an estimated $122K sold.

Level Financial Advisors first reported a position in PNQI in Q4 2021 and held it in 1 quarter. The position peaked at $122K in Q4 2021. 104 funds tracked by Wall St. Rank hold PNQI as of Q1 2022.

  • Level Financial Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q1 2022 after selling out during the quarter.
  • Level Financial Advisors sold 2,830 Invesco NASDAQ Internet ETF shares in Q1 2022, an estimated $122K.
  • Level Financial Advisors first reported a position in Invesco NASDAQ Internet ETF in Q4 2021 and held it in 1 quarter.
  • Level Financial Advisors's Invesco NASDAQ Internet ETF position peaked at $122K in Q4 2021.
  • 104 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.