HBK Sorce Advisory LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is QAI and the CUSIP is 45409B107. A total of 108 filers reported holding INDEXIQ ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q3 2023$4,499,986
-21.3%
149,850
-21.8%
0.20%
-18.2%
Q2 2023$5,715,478
+36.9%
191,602
+34.0%
0.24%
+28.0%
Q1 2023$4,176,171
+58744.2%
142,971
-42.7%
0.19%
-1.0%
Q4 2022$7,097
-99.4%
249,366
+443.1%
0.19%
+124.7%
Q3 2022$1,274,000
-19.9%
45,915
-17.2%
0.08%
-27.4%
Q2 2022$1,590,000
+17.8%
55,422
+26.6%
0.12%
+58.1%
Q1 2022$1,350,000
+78.8%
43,764
+84.2%
0.07%
+94.7%
Q4 2021$755,000
+0.1%
23,7560.0%0.04%
-9.5%
Q3 2021$754,0000.0%23,756
+1.6%
0.04%0.0%
Q2 2021$754,000
+4.3%
23,381
+2.8%
0.04%
-2.3%
Q1 2021$723,000
-18.9%
22,749
-18.6%
0.04%
-21.8%
Q4 2020$892,000
+153.4%
27,942
+146.1%
0.06%
+120.0%
Q3 2020$352,000
+0.3%
11,353
-2.0%
0.02%
-3.8%
Q2 2020$351,00011,5810.03%
Other shareholders
INDEXIQ ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
CONSULTIVA WEALTH MANAGEMENT, CORP. 58,166$1,746,78944.78%
Endowment Wealth Management, Inc. 192,559$5,782,5615.19%
Brio Consultants, LLC 715,174$21,476,6714.03%
Beacon Harbor Wealth Advisors, Inc. 291,142$8,7432.91%
Live Oak Investment Partners 104,883$3,149,1832.71%
Alaska Permanent Capital Management 892,459$26,839,6792.38%
DUBUQUE BANK & TRUST CO 582,889$17,504,1562.34%
PITCAIRN CO 912,817$27,411,8952.34%
LFA - Lugano Financial Advisors SA 84,058$2,524,2622.16%
Darwin Wealth Management, LLC 258,824$7,772,4872.09%
View complete list of INDEXIQ ETF TR shareholders