CIAS
FDIQ

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

Capital Investment 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
2022
Q1 		– Sell
-220
Closed -$14K – 861
2021
Q4 		$14K Hold
220
– – ﹤0.01% 705
2021
Q3 		$14K Hold
220
– – ﹤0.01% 657
2021
Q2 		$13K Hold
220
– – ﹤0.01% 690
2021
Q1 		$13K Hold
220
– – ﹤0.01% 639
2020
Q4 		$10K Buy
+220
New +$9.09K ﹤0.01% 622

Other funds holding FDIQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Investment Advisory Services's FDIQ Position: Q1 2022 in Review

Capital Investment Advisory Services sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2022, closing a stake of 220 shares — an estimated $14K sold.

Capital Investment Advisory Services first reported a position in FDIQ in Q4 2020 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 38 funds tracked by Wall St. Rank hold FDIQ as of Q1 2022.

  • Capital Investment Advisory Services reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2022 after selling out during the quarter.
  • Capital Investment Advisory Services sold 220 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2022, an estimated $14K.
  • Capital Investment Advisory Services first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2020 and held it in 5 quarters.
  • Capital Investment Advisory Services's Invesco Bloomberg Financial Data Providers ETF position peaked at $14K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2022.

Based on Capital Investment Advisory Services's 13F filing for Q1 2022, filed 3 May 2022.