Kohmann Bosshard Financial Services’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Kohmann Bosshard Financial 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	-182	Closed	-$11.3K	–	416
2025 Q4	$11.3K	Buy	+182	New	+$11K	﹤0.01%	821

Other funds holding FDIQ

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kohmann Bosshard Financial Services's FDIQ Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2026, closing a stake of 182 shares — an estimated $11.3K sold.

Kohmann Bosshard Financial Services first reported a position in FDIQ in Q4 2025 and held it in 1 quarter. The position peaked at $11.3K in Q4 2025. 35 funds tracked by Wall St. Rank hold FDIQ as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 182 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2026, an estimated $11.3K.
Kohmann Bosshard Financial Services first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2025 and held it in 1 quarter.
Kohmann Bosshard Financial Services's Invesco Bloomberg Financial Data Providers ETF position peaked at $11.3K in Q4 2025.
35 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.