BTI
FDIQ

Blue Trust Inc’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Blue Trust Inc’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
2025
Q4 		– Sell
-5
Closed -$303 – 2648
2025
Q3 		$303 Buy
+5
New +$304 ﹤0.01% 2484

Other funds holding FDIQ

BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 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
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Blue Trust Inc's FDIQ Position: Q4 2025 in Review

Blue Trust Inc sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2025, closing a stake of 5 shares — an estimated $303 sold.

Blue Trust Inc first reported a position in FDIQ in Q3 2025 and held it in 1 quarter. The position peaked at $303 in Q3 2025. 36 funds tracked by Wall St. Rank hold FDIQ as of Q4 2025.

  • Blue Trust Inc reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 5 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2025, an estimated $303.
  • Blue Trust Inc first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's Invesco Bloomberg Financial Data Providers ETF position peaked at $303 in Q3 2025.
  • 36 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.