Liberty Wealth Management’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-370	Closed	-$18K	–	850
2021 Q3	$18K	Sell	370 -5	-1%	-$252	0.01%	685
2021 Q2	$19K	Hold	375	–	–	0.01%	523
2021 Q1	$17K	Hold	375	–	–	0.01%	489
2020 Q4	$17K	Hold	375	–	–	0.01%	485
2020 Q3	$15K	Hold	375	–	–	0.01%	451
2020 Q2	$13K	Hold	375	–	–	0.01%	450
2020 Q1	$9K	Hold	375	–	–	0.01%	485
2019 Q4	$10K	Hold	375	–	–	0.01%	544
2019 Q3	$10K	Hold	375	–	–	0.01%	521
2019 Q2	$10K	Hold	375	–	–	0.01%	531
2019 Q1	$10K	Hold	375	–	–	0.01%	446
2018 Q4	$8K	Buy	+375	New	+$8.86K	0.01%	472

Other funds holding PNQI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAM

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

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

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

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

Intrua Financial Houston, Texas $969M AUM 19.22% 1-Year Est. Return

Liberty Wealth Management's PNQI Position: Q4 2021 in Review

Liberty Wealth Management sold out of Invesco NASDAQ Internet ETF (PNQI) in Q4 2021, closing a stake of 370 shares — an estimated $18K sold.

Liberty Wealth Management first reported a position in PNQI in Q4 2018 and held it in 12 quarters. The position peaked at $19K in Q2 2021. 126 funds tracked by Wall St. Rank hold PNQI as of Q4 2021.

Liberty Wealth Management reported no remaining Invesco NASDAQ Internet ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 370 Invesco NASDAQ Internet ETF shares in Q4 2021, an estimated $18K.
Liberty Wealth Management first reported a position in Invesco NASDAQ Internet ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Invesco NASDAQ Internet ETF position peaked at $19K in Q2 2021.
126 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.