Raab & Moskowitz Asset Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-990	Closed	-$53K	–	346
2019 Q4	$53K	Sell	990 -3,405	-77%	-$176K	0.02%	250
2019 Q3	$218K	Sell	4,395 -4,105	-48%	-$202K	0.1%	147
2019 Q2	$428K	Sell	8,500 -100	-1%	-$5.05K	0.19%	112
2019 Q1	$419K	Sell	8,600 -650	-7%	-$33K	0.19%	112
2018 Q4	$414K	Sell	9,250 -4,300	-32%	-$218K	0.2%	107
2018 Q3	$756K	Hold	13,550	–	–	0.31%	80
2018 Q2	$785K	Buy	13,550 +375	+3%	+$22K	0.37%	76
2018 Q1	$747K	Buy	+13,175	New	+$764K	0.37%	78

Other funds holding FDIQ

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raab & Moskowitz Asset Management's FDIQ Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2020, closing a stake of 990 shares — an estimated $53K sold.

Raab & Moskowitz Asset Management first reported a position in FDIQ in Q1 2018 and held it in 8 quarters. The position peaked at $785K in Q2 2018. 20 funds tracked by Wall St. Rank hold FDIQ as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 990 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2020, an estimated $53K.
Raab & Moskowitz Asset Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2018 and held it in 8 quarters.
Raab & Moskowitz Asset Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $785K in Q2 2018.
20 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.