COBIZ WEALTH, LLC - INDEXIQ ETF TR ownership

Quarter-by-quarter ownership
COBIZ WEALTH, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q3 2014$261,000
-42.4%
9,442
-37.5%
0.06%
-41.9%
Q2 2014$453,000
-14.0%
15,113
-16.2%
0.10%
-16.7%
Q1 2014$527,000
-42.1%
18,032
-43.7%
0.13%
-41.9%
Q4 2013$910,000
-61.6%
32,034
-61.6%
0.22%
-63.9%
Q3 2013$2,367,000
+4.6%
83,529
-4.5%
0.60%
+0.7%
Q2 2013$2,263,00087,4590.60%
Other shareholders
INDEXIQ ETF TR shareholders Q2 2024
NameSharesValueWeighting ↓
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 4,014,796$106,480,00012.37%
FIRST NATIONAL CORP /MA/ /ADV 22,937$608,0000.24%
Prime Capital Investment Advisors, LLC 42,100$1,117,0000.17%
Carroll Financial Associates, Inc. 69,032$1,830,0000.16%
Belpointe Asset Management LLC 10,268$272,0000.04%
Snowden Capital Advisors LLC 15,678$415,8100.04%
Cetera Advisors LLC 15,117$404,0000.02%
Baird Financial Group, Inc. 155,700$4,129,0000.02%
FLAGSHIP HARBOR ADVISORS, LLC 2,649$70,0000.01%
TSFG, LLC 574$15,0000.01%
View complete list of INDEXIQ ETF TR shareholders