AWA
FDIQ

Arkadios Wealth Advisors’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-120
Closed -$7K – 1222
2021
Q3 		$7K Buy
+120
New +$7.02K ﹤0.01% 1525

Other funds holding FDIQ

FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's FDIQ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2021, closing a stake of 120 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in FDIQ in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 35 funds tracked by Wall St. Rank hold FDIQ as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 120 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Invesco Bloomberg Financial Data Providers ETF position peaked at $7K in Q3 2021.
  • 35 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.