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WealthShield Partners’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

WealthShield 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
2020
Q4 		– Sell
-1,900
Closed -$78K – 374
2020
Q3 		$78K Hold
1,900
– – 0.03% 284
2020
Q2 		$67K Buy
+1,900
New +$58.8K 0.03% 238

Other funds holding PNQI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthShield Partners's PNQI Position: Q4 2020 in Review

WealthShield Partners sold out of Invesco NASDAQ Internet ETF (PNQI) in Q4 2020, closing a stake of 1,900 shares — an estimated $78K sold.

WealthShield Partners first reported a position in PNQI in Q2 2020 and held it in 2 quarters. The position peaked at $78K in Q3 2020. 134 funds tracked by Wall St. Rank hold PNQI as of Q4 2020.

  • WealthShield Partners reported no remaining Invesco NASDAQ Internet ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 1,900 Invesco NASDAQ Internet ETF shares in Q4 2020, an estimated $78K.
  • WealthShield Partners first reported a position in Invesco NASDAQ Internet ETF in Q2 2020 and held it in 2 quarters.
  • WealthShield Partners's Invesco NASDAQ Internet ETF position peaked at $78K in Q3 2020.
  • 134 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.