OIA
FDIQ

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

Optimum Investment 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
2018
Q4 		– Sell
-700
Closed -$39K – 997
2018
Q3 		$39K Hold
700
– – 0.01% 589
2018
Q2 		$41K Hold
700
– – 0.01% 568
2018
Q1 		$40K Buy
+700
New +$40.6K 0.01% 565

Other funds holding FDIQ

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Optimum Investment Advisors's FDIQ Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2018, closing a stake of 700 shares — an estimated $39K sold.

Optimum Investment Advisors first reported a position in FDIQ in Q1 2018 and held it in 3 quarters. The position peaked at $41K in Q2 2018. 42 funds tracked by Wall St. Rank hold FDIQ as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 700 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2018, an estimated $39K.
  • Optimum Investment Advisors first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2018 and held it in 3 quarters.
  • Optimum Investment Advisors's Invesco Bloomberg Financial Data Providers ETF position peaked at $41K in Q2 2018.
  • 42 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.