KJWM
FDIQ

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

Kiley Juergens 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
2018
Q1 		– Sell
-656
Closed -$36K – 362
2017
Q4 		$36K Buy
+656
New +$36.3K 0.03% 247

Other funds holding FDIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Kiley Juergens Wealth Management's FDIQ Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2018, closing a stake of 656 shares — an estimated $36K sold.

Kiley Juergens Wealth Management first reported a position in FDIQ in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 49 funds tracked by Wall St. Rank hold FDIQ as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 656 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2018, an estimated $36K.
  • Kiley Juergens Wealth Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $36K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.