IWM
FDIQ

IHT Wealth Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

IHT Wealth 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
2025
Q1 		– Sell
-3,475
Closed -$208K – 1118
2024
Q4 		$208K Sell
3,475
-2,874
-45% -$177K 0.01% 1009
2024
Q3 		$360K Sell
6,349
-287
-4% -$15.8K 0.01% 839
2024
Q2 		$326K Buy
+6,636
New +$324K 0.01% 770

Other funds holding FDIQ

BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
FM
Family Management New York $975M AUM 23.16% 1-Year Est. Return
MHIC
Marble Harbor Investment Counsel Boston, Massachusetts $984M AUM 19.46% 1-Year Est. Return

IHT Wealth Management's FDIQ Position: Q1 2025 in Review

IHT Wealth Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2025, closing a stake of 3,475 shares — an estimated $208K sold.

IHT Wealth Management first reported a position in FDIQ in Q2 2024 and held it in 3 quarters. The position peaked at $360K in Q3 2024. 31 funds tracked by Wall St. Rank hold FDIQ as of Q1 2025.

  • IHT Wealth Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 3,475 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2025, an estimated $208K.
  • IHT Wealth Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q2 2024 and held it in 3 quarters.
  • IHT Wealth Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $360K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.