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

IAG 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 Q2	–	Sell	-240	Closed	-$12.2K	–	513
2024 Q1	$12.2K	Hold	240	–	–	﹤0.01%	294
2023 Q4	$13.1K	Hold	240	–	–	﹤0.01%	276
2023 Q3	$10.5K	Hold	240	–	–	﹤0.01%	291
2023 Q2	$10.4K	Buy	+240	New	+$10.4K	﹤0.01%	310
2022 Q4	–	Sell	-95	Closed	-$5K	–	471
2022 Q3	$5K	Hold	95	–	–	﹤0.01%	341
2022 Q2	$5K	Hold	95	–	–	﹤0.01%	333
2022 Q1	$6K	Hold	95	–	–	﹤0.01%	337
2021 Q4	$6K	Hold	95	–	–	﹤0.01%	338
2021 Q3	$6K	Hold	95	–	–	﹤0.01%	313
2021 Q2	$6K	Hold	95	–	–	﹤0.01%	307
2021 Q1	$6K	Buy	+95	New	+$5.43K	﹤0.01%	303

Other funds holding FDIQ

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

IAG Wealth Partners's FDIQ Position: Q2 2024 in Review

IAG Wealth Partners sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2024, closing a stake of 240 shares — an estimated $12.2K sold.

IAG Wealth Partners first reported a position in FDIQ in Q1 2021 and held it in 11 quarters. The position peaked at $13.1K in Q4 2023. 31 funds tracked by Wall St. Rank hold FDIQ as of Q2 2024.

IAG Wealth Partners reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2024 after selling out during the quarter.
IAG Wealth Partners sold 240 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2024, an estimated $12.2K.
IAG Wealth Partners first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2021 and held it in 11 quarters.
IAG Wealth Partners's Invesco Bloomberg Financial Data Providers ETF position peaked at $13.1K in Q4 2023.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.