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FDIQ

NewEdge Advisors’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

NewEdge Advisors’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
2024
Q3 		– Sell
-504
Closed -$24.8K – 3881
2024
Q2 		$24.8K Buy
+504
New +$24.6K ﹤0.01% 2565

Other funds holding FDIQ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 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
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return

NewEdge Advisors's FDIQ Position: Q3 2024 in Review

NewEdge Advisors sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q3 2024, closing a stake of 504 shares — an estimated $24.8K sold.

NewEdge Advisors first reported a position in FDIQ in Q2 2024 and held it in 1 quarter. The position peaked at $24.8K in Q2 2024. 31 funds tracked by Wall St. Rank hold FDIQ as of Q3 2024.

  • NewEdge Advisors reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 504 Invesco Bloomberg Financial Data Providers ETF shares in Q3 2024, an estimated $24.8K.
  • NewEdge Advisors first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q2 2024 and held it in 1 quarter.
  • NewEdge Advisors's Invesco Bloomberg Financial Data Providers ETF position peaked at $24.8K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.