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Wealthspire Advisors (Maryland)’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$310K Hold
7,500
– – 0.01% 338
2020
Q2 		$266K Buy
+7,500
New +$232K 0.02% 361
2020
Q1 		– Sell
-7,500
Closed -$212K – 490
2019
Q4 		$212K Buy
+7,500
New +$202K 0.01% 461

Other funds holding PNQI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
AAM
Autus Asset Management Scottsdale, Arizona $556M AUM 15.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PNQI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) held its Invesco NASDAQ Internet ETF (PNQI) position steady in Q3 2020 at 7,500 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #338.

Wealthspire Advisors (Maryland) first reported a position in PNQI in Q4 2019 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold PNQI as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,500 shares of Invesco NASDAQ Internet ETF worth $310K as of Q3 2020.
  • Wealthspire Advisors (Maryland) left its Invesco NASDAQ Internet ETF share count unchanged in Q3 2020.
  • Invesco NASDAQ Internet ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #338 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco NASDAQ Internet ETF in Q4 2019 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.