Root Financial Partners
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Root Financial Partners’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Root Financial Partners’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
2026
Q3 		$8.73K Buy
+172
New +$8.66K ﹤0.01% 1978
2026
Q2 		– Sell
-120
Closed -$5.37K – 2436
2026
Q1 		$5.37K Sell
120
-45
-27% -$2.19K ﹤0.01% 1924
2025
Q4 		$8.9K Buy
165
+45
+38% +$2.46K ﹤0.01% 1548
2025
Q3 		$6.7K Buy
+120
New +$6.45K ﹤0.01% 1609

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Santori & Peters Inc
Santori & Peters Inc Canonsburg, Pennsylvania $372M AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Root Financial Partners's PNQI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco NASDAQ Internet ETF (PNQI) in Q3 2026: 172 shares worth $8.73K. The stake represents ﹤0.01% of the portfolio and ranks #1978 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in PNQI as recently as Q1 2026.

Root Financial Partners first reported a position in PNQI in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.9K in Q4 2025. 83 funds tracked by Wall St. Rank hold PNQI as of Q3 2026.

  • Root Financial Partners held 172 shares of Invesco NASDAQ Internet ETF worth $8.73K as of Q3 2026.
  • Invesco NASDAQ Internet ETF was a new Root Financial Partners position in Q3 2026.
  • Invesco NASDAQ Internet ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1978 holding.
  • Root Financial Partners first reported a position in Invesco NASDAQ Internet ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Invesco NASDAQ Internet ETF position peaked at $8.9K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.