IWC
FDIQ

Integrated Wealth Concepts’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$159K Buy
+2,482
New +$171K ﹤0.01% 2481

Other funds holding FDIQ

BFF
Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Integrated Wealth Concepts's FDIQ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2026: 2,482 shares worth $159K. The stake represents ﹤0.01% of the portfolio and ranks #2481 among its holdings.

14 funds tracked by Wall St. Rank hold FDIQ as of Q2 2026.

  • Integrated Wealth Concepts held 2,482 shares of Invesco Bloomberg Financial Data Providers ETF worth $159K as of Q2 2026.
  • Invesco Bloomberg Financial Data Providers ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Invesco Bloomberg Financial Data Providers ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2481 holding.
  • 14 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.