WCM
FDIQ

WealthBridge Capital Management’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-2,042
Closed -$106K – 511
2019
Q1 		$106K Sell
2,042
-2,084
-51% -$106K 0.07% 182
2018
Q4 		$185K Buy
+4,126
New +$209K 0.14% 107

Other funds holding FDIQ

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WealthBridge Capital Management's FDIQ Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2019, closing a stake of 2,042 shares — an estimated $106K sold.

WealthBridge Capital Management first reported a position in FDIQ in Q4 2018 and held it in 2 quarters. The position peaked at $185K in Q4 2018. 34 funds tracked by Wall St. Rank hold FDIQ as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 2,042 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2019, an estimated $106K.
  • WealthBridge Capital Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $185K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.