SWP
FDIQ

Stratos Wealth Partners’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Stratos Wealth Partners’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
-620
Closed -$35K – 1704
2018
Q3 		$35K Buy
+620
New +$36.3K ﹤0.01% 1620
2018
Q2 		– Sell
-338
Closed -$19K – 1827
2018
Q1 		$19K Sell
338
-300
-47% -$17.4K ﹤0.01% 2031
2017
Q4 		$36K Buy
+638
New +$35.3K ﹤0.01% 1674

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 $1.36B AUM 13.96% 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

Stratos Wealth Partners's FDIQ Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q4 2018, closing a stake of 620 shares — an estimated $35K sold.

Stratos Wealth Partners first reported a position in FDIQ in Q4 2017 and held it in 3 quarters. The position peaked at $36K in Q4 2017. 42 funds tracked by Wall St. Rank hold FDIQ as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 620 Invesco Bloomberg Financial Data Providers ETF shares in Q4 2018, an estimated $35K.
  • Stratos Wealth Partners first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Invesco Bloomberg Financial Data Providers ETF position peaked at $36K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.