Belpointe Asset Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-25	Closed	-$1.15K	–	2043
2023 Q1	$1.15K	Hold	25	–	–	﹤0.01%	3447
2022 Q4	$1.43K	Buy	+25	New	+$1.49K	﹤0.01%	3360

Other funds holding FDIQ

DIA

Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Belpointe Asset Management's FDIQ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2023, closing a stake of 25 shares — an estimated $1.15K sold.

Belpointe Asset Management first reported a position in FDIQ in Q4 2022 and held it in 2 quarters. The position peaked at $1.43K in Q4 2022. 31 funds tracked by Wall St. Rank hold FDIQ as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 25 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2023, an estimated $1.15K.
Belpointe Asset Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $1.43K in Q4 2022.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.