INDEXIQ ETF TR's ticker is MNA and the CUSIP is 45409B800.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,904,163 | -5.3% | 91,933 | -6.5% | 0.04% | -4.5% |
| Q2 2023 | $3,068,302 | -4.3% | 98,343 | -3.0% | 0.04% | -13.7% |
| Q1 2023 | $3,205,480 | -5.8% | 101,343 | -5.5% | 0.05% | -13.6% |
| Q4 2022 | $3,403,455 | +11.1% | 107,263 | +9.5% | 0.06% | -1.7% |
| Q3 2022 | $3,064,000 | +7.4% | 97,923 | +6.2% | 0.06% | +11.1% |
| Q2 2022 | $2,853,000 | -11.0% | 92,173 | -8.1% | 0.05% | +3.8% |
| Q1 2022 | $3,205,000 | +11.1% | 100,343 | +12.2% | 0.05% | +15.6% |
| Q4 2021 | $2,885,000 | -2.2% | 89,463 | -0.3% | 0.04% | -10.0% |
| Q3 2021 | $2,950,000 | +1.0% | 89,713 | +3.0% | 0.05% | 0.0% |
| Q2 2021 | $2,920,000 | +47.3% | 87,093 | +44.7% | 0.05% | +19.0% |
| Q1 2021 | $1,983,000 | +4.0% | 60,193 | +5.2% | 0.04% | -2.3% |
| Q4 2020 | $1,907,000 | -0.8% | 57,233 | +0.1% | 0.04% | -14.0% |
| Q3 2020 | $1,923,000 | -2.1% | 57,163 | -8.3% | 0.05% | -12.3% |
| Q2 2020 | $1,965,000 | -3.2% | 62,303 | -7.4% | 0.06% | -21.9% |
| Q1 2020 | $2,029,000 | -9.7% | 67,313 | -0.6% | 0.07% | +10.6% |
| Q4 2019 | $2,248,000 | – | 67,710 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 298,493 | $9,167,000 | 7.16% |
| Mosaic Financial Partners, Inc. | 284,502 | $8,737,000 | 5.73% |
| BANK OF STOCKTON | 331,520 | $10,180,000 | 5.52% |
| OneDigital Investment Advisors LLC | 828,395 | $25,440,000 | 5.34% |
| LFA - Lugano Financial Advisors SA | 173,862 | $5,300,000 | 5.09% |
| STRINGER ASSET MANAGEMENT, LLC | 105,311 | $3,234,000 | 2.92% |
| Verger Capital Management LLC | 215,306 | $6,612,000 | 2.63% |
| Proficio Capital Partners LLC | 76,149 | $2,339,000 | 0.96% |
| Brinker Capital Investments, LLC | 917,078 | $28,163,000 | 0.90% |
| WealthTrust Fairport, LLC | 233,443 | $7,169,000 | 0.70% |