Total Clarity Wealth Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Total Clarity Wealth 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
2022 Q1	–	Sell	-10	Closed	-$1K	–	583
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	957
2021 Q3	$1K	Buy	+10	New	+$585	﹤0.01%	957
2021 Q2	–	Sell	-10	Closed	-$1K	–	477
2021 Q1	$1K	Buy	+10	New	+$571	﹤0.01%	802

Other funds holding FDIQ

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

FFBTD

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

NovaPoint Capital Atlanta, Georgia $399M AUM 26.97% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

Total Clarity Wealth Management's FDIQ Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Total Clarity Wealth Management first reported a position in FDIQ in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 38 funds tracked by Wall St. Rank hold FDIQ as of Q1 2022.

Total Clarity Wealth Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 10 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2022, an estimated $1K.
Total Clarity Wealth Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q1 2021 and held it in 3 quarters.
Total Clarity Wealth Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $1K in Q4 2021.
38 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.