SageView Advisory Group’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

SageView Advisory Group’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
2025 Q4	$202K	Hold	3,751	–	–	0.01%	596
2025 Q3	$209K	Buy	+3,751	New	+$202K	0.01%	619
2024 Q1	–	Sell	-6,300	Closed	-$238K	–	731
2023 Q4	$238K	Buy	+6,300	New	+$207K	0.01%	579
2023 Q3	–	Sell	-6,900	Closed	-$216K	–	544
2023 Q2	$216K	Buy	+6,900	New	+$201K	0.01%	517

Other funds holding PNQI

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SageView Advisory Group's PNQI Position: Q4 2025 in Review

SageView Advisory Group held its Invesco NASDAQ Internet ETF (PNQI) position steady in Q4 2025 at 3,751 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #596.

SageView Advisory Group first reported a position in PNQI in Q2 2023 and has held it in 4 quarters since. The position peaked at $238K in Q4 2023. 146 funds tracked by Wall St. Rank hold PNQI as of Q4 2025.

SageView Advisory Group held 3,751 shares of Invesco NASDAQ Internet ETF worth $202K as of Q4 2025.
SageView Advisory Group left its Invesco NASDAQ Internet ETF share count unchanged in Q4 2025.
Invesco NASDAQ Internet ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #596 holding.
SageView Advisory Group first reported a position in Invesco NASDAQ Internet ETF in Q2 2023 and has held it in 4 quarters since.
SageView Advisory Group's Invesco NASDAQ Internet ETF position peaked at $238K in Q4 2023.
146 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.