Cerity Partners
FDIQ

Cerity Partners’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Cerity Partners’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
Q1 		– Sell
-3,800
Closed -$217K – 1877
2022
Q4 		$217K Buy
+3,800
New +$226K ﹤0.01% 1303

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FFBTD
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Morgan Stanley
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Osaic Holdings
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Cerity Partners's FDIQ Position: Q1 2023 in Review

Cerity Partners sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2023, closing a stake of 3,800 shares — an estimated $217K sold.

Cerity Partners first reported a position in FDIQ in Q4 2022 and held it in 1 quarter. The position peaked at $217K in Q4 2022. 33 funds tracked by Wall St. Rank hold FDIQ as of Q1 2023.

  • Cerity Partners reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2023 after selling out during the quarter.
  • Cerity Partners sold 3,800 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2023, an estimated $217K.
  • Cerity Partners first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2022 and held it in 1 quarter.
  • Cerity Partners's Invesco Bloomberg Financial Data Providers ETF position peaked at $217K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2023.

Based on Cerity Partners's 13F filing for Q1 2023, filed 11 May 2023.