EWM
FDIQ

Endurance Wealth Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Endurance Wealth Management’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
Q2 		$3K Hold
61
– – ﹤0.01% 574
2023
Q1 		$3K Hold
61
– – ﹤0.01% 578
2022
Q4 		$3K Buy
+61
New +$3.63K ﹤0.01% 562

Other funds holding FDIQ

DIA
Davidson Investment Advisors Great Falls, Montana $2.32B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Endurance Wealth Management's FDIQ Position: Q2 2023 in Review

Endurance Wealth Management held its Invesco Bloomberg Financial Data Providers ETF (FDIQ) position steady in Q2 2023 at 61 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Endurance Wealth Management first reported a position in FDIQ in Q4 2022 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold FDIQ as of Q2 2023.

  • Endurance Wealth Management held 61 shares of Invesco Bloomberg Financial Data Providers ETF worth $3K as of Q2 2023.
  • Endurance Wealth Management left its Invesco Bloomberg Financial Data Providers ETF share count unchanged in Q2 2023.
  • Invesco Bloomberg Financial Data Providers ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #574 holding.
  • Endurance Wealth Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2022 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.