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

Western 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 Q2	–	Sell	-45,859	Closed	-$2.81M	–	824
2022 Q1	$2.81M	Buy	45,859 +36,989	+417%	+$2.4M	0.14%	155
2021 Q4	$555K	Buy	+8,870	New	+$564K	0.05%	304

Other funds holding FDIQ

FFBTD

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Western Wealth Management's FDIQ Position: Q2 2022 in Review

Western Wealth Management sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q2 2022, closing a stake of 45,859 shares — an estimated $2.81M sold.

Western Wealth Management first reported a position in FDIQ in Q4 2021 and held it in 2 quarters. The position peaked at $2.81M in Q1 2022. 33 funds tracked by Wall St. Rank hold FDIQ as of Q2 2022.

Western Wealth Management reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q2 2022 after selling out during the quarter.
Western Wealth Management sold 45,859 Invesco Bloomberg Financial Data Providers ETF shares in Q2 2022, an estimated $2.81M.
Western Wealth Management first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q4 2021 and held it in 2 quarters.
Western Wealth Management's Invesco Bloomberg Financial Data Providers ETF position peaked at $2.81M in Q1 2022.
33 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.