IFP Advisors’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

IFP Advisors’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	-796	Closed	-$40.5K	–	3283
2024 Q1	$40.5K	Buy	796 +375	+89%	+$19K	﹤0.01%	1672
2023 Q4	$23K	Buy	+421	New	+$19.8K	﹤0.01%	1849
2017 Q2	–	Sell	-150	Closed	-$8K	–	4151
2017 Q1	$8K	Hold	150	–	–	﹤0.01%	3048
2016 Q4	$8K	Hold	150	–	–	﹤0.01%	3037
2016 Q3	$7K	Buy	+150	New	+$6.37K	﹤0.01%	3059

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

IFP Advisors's FDIQ Position: Q2 2024 in Review

IFP Advisors sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2024, closing a stake of 796 shares — an estimated $40.5K sold.

IFP Advisors first reported a position in FDIQ in Q3 2016 and held it in 5 quarters. The position peaked at $40.5K in Q1 2024. 31 funds tracked by Wall St. Rank hold FDIQ as of Q2 2024.

IFP Advisors reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 796 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2024, an estimated $40.5K.
IFP Advisors first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2016 and held it in 5 quarters.
IFP Advisors's Invesco Bloomberg Financial Data Providers ETF position peaked at $40.5K in Q1 2024.
31 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.