KAS
FDIQ

Kestra Advisory Services’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,191
Closed -$73.6K – 3796
2025
Q4 		$73.6K Buy
+1,191
New +$71.8K ﹤0.01% 3669

Other funds holding FDIQ

BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kestra Advisory Services's FDIQ Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2026, closing a stake of 1,191 shares — an estimated $73.6K sold.

Kestra Advisory Services first reported a position in FDIQ in Q4 2025 and held it in 1 quarter. The position peaked at $73.6K in Q4 2025. 35 funds tracked by Wall St. Rank hold FDIQ as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,191 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2026, an estimated $73.6K.
  • Kestra Advisory Services first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Invesco Bloomberg Financial Data Providers ETF position peaked at $73.6K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.