Sunbelt Securities’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Sunbelt Securities’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
2026 Q1	$3.87K	Buy	57 +1	+2%	+$68	﹤0.01%	1748
2025 Q4	$3.47K	Hold	56	–	–	﹤0.01%	1724
2025 Q3	$3.38K	Buy	56 +1	+2%	+$61	﹤0.01%	1720
2025 Q2	$3.27K	Hold	55	–	–	﹤0.01%	1527
2025 Q1	$3.09K	Hold	55	–	–	﹤0.01%	1504
2024 Q4	$3.28K	Buy	55 +1	+2%	+$62	﹤0.01%	1528
2024 Q3	$3.08K	Hold	54	–	–	﹤0.01%	1545
2024 Q2	$2.65K	Buy	54 +1	+2%	+$49	﹤0.01%	1508
2024 Q1	$2.72K	Hold	53	–	–	﹤0.01%	1468
2023 Q4	$2.9K	Hold	53	–	–	﹤0.01%	1401
2023 Q3	$2.31K	Buy	53 +1	+2%	+$47	﹤0.01%	1456
2023 Q2	$2.26K	Hold	52	–	–	﹤0.01%	1429
2023 Q1	$2.39K	Buy	+52	New	+$2.88K	﹤0.01%	1411

Other funds holding FDIQ

BFF

Byrne Financial Freedom Franklin, Massachusetts $256M AUM 55.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunbelt Securities's FDIQ Position: Q1 2026 in Review

Sunbelt Securities increased its Invesco Bloomberg Financial Data Providers ETF (FDIQ) stake by 1.8% in Q1 2026, buying an estimated $68 and bringing the position to 57 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Sunbelt Securities first reported a position in FDIQ in Q1 2023 and has held it in 13 quarters since. 35 funds tracked by Wall St. Rank hold FDIQ as of Q1 2026.

Sunbelt Securities held 57 shares of Invesco Bloomberg Financial Data Providers ETF worth $3.87K as of Q1 2026.
Sunbelt Securities bought 1 Invesco Bloomberg Financial Data Providers ETF share in Q1 2026, an estimated $68.
Invesco Bloomberg Financial Data Providers ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1748 holding.
Sunbelt Securities first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2023 and has held it in 13 quarters since.
35 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.