Steward Partners Investment Advisory’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Steward Partners Investment Advisory’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
2021 Q2	–	Sell	-200	Closed	-$12.2K	–	7255
2021 Q1	$12.2K	Buy	+200	New	+$11.4K	﹤0.01%	2694
2018 Q4	–	Sell	-5,001	Closed	-$279K	–	1496
2018 Q3	$279K	Buy	5,001 +636	+15%	+$37.2K	0.01%	637
2018 Q2	$253K	Buy	+4,365	New	+$256K	0.02%	605

Other funds holding FDIQ

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's FDIQ Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2021, closing a stake of 200 shares — an estimated $12.2K sold.

Steward Partners Investment Advisory first reported a position in FDIQ in Q2 2018 and held it in 3 quarters. The position peaked at $279K in Q3 2018. 32 funds tracked by Wall St. Rank hold FDIQ as of Q2 2021.

Steward Partners Investment Advisory reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2021, an estimated $12.2K.
Steward Partners Investment Advisory first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q2 2018 and held it in 3 quarters.
Steward Partners Investment Advisory's Invesco Bloomberg Financial Data Providers ETF position peaked at $279K in Q3 2018.
32 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.