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Regal Investment Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Regal Investment 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
Q2 		– Sell
-9,935
Closed -$336K – 545
2022
Q1 		$336K Sell
9,935
-1,540
-13% -$54.5K 0.03% 377
2021
Q4 		$495K Buy
11,475
+945
+9% +$44.2K 0.04% 333
2021
Q3 		$502K Buy
10,530
+535
+5% +$26.9K 0.05% 328
2021
Q2 		$513K Buy
+9,995
New +$481K 0.05% 324
2021
Q1 		– Sell
-10,665
Closed -$487K – 318
2020
Q4 		$487K Buy
+10,665
New +$469K 0.06% 292
2020
Q3 		– Sell
-11,040
Closed -$392K – 206
2020
Q2 		$392K Buy
+11,040
New +$342K 0.07% 201
2020
Q1 		– Sell
-10,415
Closed -$295K – 235
2019
Q4 		$295K Buy
10,415
+795
+8% +$21.4K 0.05% 264
2019
Q3 		$250K Sell
9,620
-1,355
-12% -$36.9K 0.05% 271
2019
Q2 		$300K Buy
10,975
+585
+6% +$16K 0.06% 253
2019
Q1 		$280K Buy
+10,390
New +$264K 0.06% 250
2018
Q4 		– Sell
-8,430
Closed -$227K – 361
2018
Q3 		$227K Buy
+8,430
New +$232K 0.05% 281

Other funds holding PNQI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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

Regal Investment Advisors's PNQI Position: Q2 2022 in Review

Regal Investment Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q2 2022, closing a stake of 9,935 shares — an estimated $336K sold.

Regal Investment Advisors first reported a position in PNQI in Q3 2018 and held it in 11 quarters. The position peaked at $513K in Q2 2021. 88 funds tracked by Wall St. Rank hold PNQI as of Q2 2022.

  • Regal Investment Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 9,935 Invesco NASDAQ Internet ETF shares in Q2 2022, an estimated $336K.
  • Regal Investment Advisors first reported a position in Invesco NASDAQ Internet ETF in Q3 2018 and held it in 11 quarters.
  • Regal Investment Advisors's Invesco NASDAQ Internet ETF position peaked at $513K in Q2 2021.
  • 88 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.