PWA
FDIQ

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

PCG Wealth 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
2022
Q4 		– Sell
-5,748
Closed -$319K – 137
2022
Q3 		$319K Buy
+5,748
New +$333K 0.11% 98

Other funds holding FDIQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NC
NovaPoint Capital Atlanta, Georgia $481M AUM 32.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PCG Wealth Advisors's FDIQ Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2022, closing a stake of 5,748 shares — an estimated $319K sold.

PCG Wealth Advisors first reported a position in FDIQ in Q3 2022 and held it in 1 quarter. The position peaked at $319K in Q3 2022. 40 funds tracked by Wall St. Rank hold FDIQ as of Q4 2022.

  • PCG Wealth Advisors reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 5,748 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2022, an estimated $319K.
  • PCG Wealth Advisors first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2022 and held it in 1 quarter.
  • PCG Wealth Advisors's Invesco Bloomberg Financial Data Providers ETF position peaked at $319K in Q3 2022.
  • 40 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.