AAS
FDIQ

Avantax Advisory Services’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-4,486
Closed -$254K – 2232
2024
Q3 		$254K Sell
4,486
-337
-7% -$18.5K ﹤0.01% 1873
2024
Q2 		$237K Buy
4,823
+100
+2% +$4.88K ﹤0.01% 1852
2024
Q1 		$241K Sell
4,723
-644
-12% -$32.6K ﹤0.01% 1433
2023
Q4 		$293K Sell
5,367
-113
-2% -$5.3K ﹤0.01% 1245
2023
Q3 		$240K Sell
5,480
-87
-2% -$4.08K ﹤0.01% 1318
2023
Q2 		$242K Sell
5,567
-18
-0.3% -$780 ﹤0.01% 1300
2023
Q1 		$258K Sell
5,585
-150
-3% -$8.31K ﹤0.01% 1236
2022
Q4 		$327K Buy
5,735
+1
+0% +$59 ﹤0.01% 1060
2022
Q3 		$317K Buy
5,734
+229
+4% +$13.2K ﹤0.01% 978
2022
Q2 		$294K Buy
5,505
+100
+2% +$5.67K ﹤0.01% 1021
2022
Q1 		$327K Buy
5,405
+630
+13% +$40.9K ﹤0.01% 958
2021
Q4 		$301K Buy
4,775
+500
+12% +$31.8K ﹤0.01% 975
2021
Q3 		$261K Buy
4,275
+451
+12% +$26.4K ﹤0.01% 984
2021
Q2 		$230K Buy
+3,824
New +$239K ﹤0.01% 1016
2020
Q4 		– Sell
-6,385
Closed -$201K – 1156
2020
Q3 		$201K Buy
+6,385
New +$222K ﹤0.01% 1224

Other funds holding FDIQ

BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return

Avantax Advisory Services's FDIQ Position: Q4 2024 in Review

Avantax Advisory Services sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2024, closing a stake of 4,486 shares — an estimated $254K sold.

Avantax Advisory Services first reported a position in FDIQ in Q3 2020 and held it in 15 quarters. The position peaked at $327K in Q1 2022. 30 funds tracked by Wall St. Rank hold FDIQ as of Q4 2024.

  • Avantax Advisory Services reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 4,486 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2024, an estimated $254K.
  • Avantax Advisory Services first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2020 and held it in 15 quarters.
  • Avantax Advisory Services's Invesco Bloomberg Financial Data Providers ETF position peaked at $327K in Q1 2022.
  • 30 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.