ACS
FDIQ

Archford Capital Strategies’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Archford Capital Strategies’s Portfolio FDIQ Stock Details FDIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-105
Closed -$6K – 412
2017
Q1 		$6K Hold
105
– – ﹤0.01% 453
2016
Q4 		$5K Buy
+105
New +$5.21K ﹤0.01% 415

Other funds holding FDIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Archford Capital Strategies's FDIQ Position: Q2 2017 in Review

Archford Capital Strategies sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2017, closing a stake of 105 shares — an estimated $6K sold.

Archford Capital Strategies first reported a position in FDIQ in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 41 funds tracked by Wall St. Rank hold FDIQ as of Q2 2017.

  • Archford Capital Strategies reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 105 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2017, an estimated $6K.
  • Archford Capital Strategies first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2016 and held it in 2 quarters.
  • Archford Capital Strategies's Invesco Bloomberg Financial Data Providers ETF position peaked at $6K in Q1 2017.
  • 41 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.