FEM
FDIQ

Fulcrum Equity Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Fulcrum Equity 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
2022
Q4 		– Sell
-46,173
Closed -$2.55M – 77
2022
Q3 		$2.55M Buy
+46,173
New +$2.67M 2.16% 18

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fulcrum Equity Management's FDIQ Position: Q4 2022 in Review

Fulcrum Equity Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2022, closing a stake of 46,173 shares — an estimated $2.55M sold.

Fulcrum Equity Management first reported a position in FDIQ in Q3 2022 and held it in 1 quarter. The position peaked at $2.55M in Q3 2022. 40 funds tracked by Wall St. Rank hold FDIQ as of Q4 2022.

  • Fulcrum Equity Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 46,173 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2022, an estimated $2.55M.
  • Fulcrum Equity Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2022 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $2.55M in Q3 2022.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2022.

Based on Fulcrum Equity Management's 13F filing for Q4 2022, filed 10 Jan 2023.