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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
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

Other funds holding PNQI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Root Financial Partners's PNQI Position: Q1 2026 in Review

Root Financial Partners reduced its Invesco NASDAQ Internet ETF (PNQI) stake by 27% in Q1 2026, selling an estimated $2.19K and leaving 120 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Root Financial Partners first reported a position in PNQI in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.9K in Q4 2025. 126 funds tracked by Wall St. Rank hold PNQI as of Q1 2026.

  • Root Financial Partners held 120 shares of Invesco NASDAQ Internet ETF worth $5.37K as of Q1 2026.
  • Root Financial Partners sold 45 Invesco NASDAQ Internet ETF shares in Q1 2026, an estimated $2.19K.
  • Invesco NASDAQ Internet ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1924 holding.
  • Root Financial Partners first reported a position in Invesco NASDAQ Internet ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Invesco NASDAQ Internet ETF position peaked at $8.9K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.