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

Elevation Wealth 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
2024 Q4	–	Sell	-20	Closed	-$1.13K	–	518
2024 Q3	$1.13K	Hold	20	–	–	﹤0.01%	432
2024 Q2	$983	Hold	20	–	–	﹤0.01%	465
2024 Q1	$1.02K	Sell	20 -60	-75%	-$3.04K	﹤0.01%	432
2023 Q4	$3.5K	Buy	+80	New	+$3.75K	﹤0.01%	384

Other funds holding FDIQ

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

MPM

Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

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

Family Management New York $975M AUM 23.16% 1-Year Est. Return

Elevation Wealth Partners's FDIQ Position: Q4 2024 in Review

Elevation Wealth Partners sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2024, closing a stake of 20 shares — an estimated $1.13K sold.

Elevation Wealth Partners first reported a position in FDIQ in Q4 2023 and held it in 4 quarters. The position peaked at $3.5K in Q4 2023. 30 funds tracked by Wall St. Rank hold FDIQ as of Q4 2024.

Elevation Wealth Partners reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2024 after selling out during the quarter.
Elevation Wealth Partners sold 20 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2024, an estimated $1.13K.
Elevation Wealth Partners first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2023 and held it in 4 quarters.
Elevation Wealth Partners's Invesco Bloomberg Financial Data Providers ETF position peaked at $3.5K in Q4 2023.
30 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.