HWMA
FDIQ

Heritage Wealth Management (Arizona)’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Heritage Wealth Management (Arizona)’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 		$29.7K Buy
+522
New +$31K ﹤0.01% 584

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 $481M AUM 32.01% 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

Heritage Wealth Management (Arizona)'s FDIQ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2022: 522 shares worth $29.7K. The stake represents ﹤0.01% of the portfolio and ranks #584 among its holdings.

40 funds tracked by Wall St. Rank hold FDIQ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 522 shares of Invesco Bloomberg Financial Data Providers ETF worth $29.7K as of Q4 2022.
  • Invesco Bloomberg Financial Data Providers ETF was a new Heritage Wealth Management (Arizona) position in Q4 2022.
  • Invesco Bloomberg Financial Data Providers ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #584 holding.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.