FAIM
FDIQ

Financial Advocates Investment Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Financial Advocates Investment 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
Q1 		– Sell
-3,808
Closed -$217K – 787
2022
Q4 		$217K Buy
+3,808
New +$226K 0.02% 663

Other funds holding FDIQ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Advocates Investment Management's FDIQ Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2023, closing a stake of 3,808 shares — an estimated $217K sold.

Financial Advocates Investment Management 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.

  • Financial Advocates Investment Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,808 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2023, an estimated $217K.
  • Financial Advocates Investment Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management'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 Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.