Bouchey Financial Group’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Bouchey Financial Group’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
2019 Q1	–	Sell	-149,853	Closed	-$6.71M	–	74
2018 Q4	$6.71M	Sell	149,853 -69,444	-32%	-$3.51M	1.91%	16
2018 Q3	$12.2M	Sell	219,297 -15,309	-7%	-$896K	3%	10
2018 Q2	$13.6M	Buy	234,606 +12,014	+5%	+$705K	3.68%	6
2018 Q1	$12.6M	Buy	222,592 +26,855	+14%	+$1.56M	3.62%	5
2017 Q4	$11M	Buy	195,737 +5,667	+3%	+$313K	3.17%	12
2017 Q3	$10.5M	Buy	190,070 +5,692	+3%	+$296K	3.27%	13
2017 Q2	$9.91M	Buy	184,378 +12,331	+7%	+$651K	3.18%	14
2017 Q1	$9.25M	Buy	172,047 +9,332	+6%	+$517K	3.21%	12
2016 Q4	$9.1M	Buy	+162,715	New	+$8.08M	3.78%	8

Other funds holding FDIQ

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bouchey Financial Group's FDIQ Position: Q1 2019 in Review

Bouchey Financial Group sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2019, closing a stake of 149,853 shares — an estimated $6.71M sold.

Bouchey Financial Group first reported a position in FDIQ in Q4 2016 and held it in 9 quarters. The position peaked at $13.6M in Q2 2018. 38 funds tracked by Wall St. Rank hold FDIQ as of Q1 2019.

Bouchey Financial Group reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2019 after selling out during the quarter.
Bouchey Financial Group sold 149,853 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2019, an estimated $6.71M.
Bouchey Financial Group first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2016 and held it in 9 quarters.
Bouchey Financial Group's Invesco Bloomberg Financial Data Providers ETF position peaked at $13.6M in Q2 2018.
38 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2019.

Based on Bouchey Financial Group's 13F filing for Q1 2019, filed 10 Apr 2019.