VFA
PNQI icon

Valeo Financial Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Valeo Financial 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
2018
Q4 		– Sell
-235
Closed -$6K – 1672
2018
Q3 		$6K Buy
+235
New +$6.46K ﹤0.01% 1143

Other funds holding PNQI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valeo Financial Advisors's PNQI Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q4 2018, closing a stake of 235 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in PNQI in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 84 funds tracked by Wall St. Rank hold PNQI as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 235 Invesco NASDAQ Internet ETF shares in Q4 2018, an estimated $6K.
  • Valeo Financial Advisors first reported a position in Invesco NASDAQ Internet ETF in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco NASDAQ Internet ETF position peaked at $6K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.