INDEXIQ ACTIVE ETF TR's ticker is ULTR and the CUSIP is 45409F819. A total of 17 filers reported holding INDEXIQ ACTIVE ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $664,606 | -19.6% | 13,917 | -19.6% | 0.00% | -100.0% |
| Q2 2023 | $826,185 | -52.8% | 17,315 | -53.0% | 0.00% | 0.0% |
| Q1 2023 | $1,750,803 | +4.7% | 36,859 | +4.6% | 0.00% | 0.0% |
| Q4 2022 | $1,672,226 | +153.0% | 35,227 | +152.4% | 0.00% | 0.0% |
| Q3 2022 | $661,000 | +22.2% | 13,956 | +22.8% | 0.00% | 0.0% |
| Q2 2022 | $541,000 | -32.9% | 11,366 | -30.1% | 0.00% | 0.0% |
| Q4 2020 | $806,000 | +11.8% | 16,257 | +11.9% | 0.00% | 0.0% |
| Q3 2020 | $721,000 | +18.4% | 14,532 | +18.2% | 0.00% | 0.0% |
| Q2 2020 | $609,000 | +34.7% | 12,294 | +31.6% | 0.00% | 0.0% |
| Q1 2020 | $452,000 | – | 9,339 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 1776 Wealth LLC | 130,152 | $6,215,409 | 3.28% |
| Capstone Triton Financial Group, LLC | 11,786 | $562,840 | 0.41% |
| TFB Advisors LLC | 6,944 | $331,632 | 0.40% |
| Walkner Condon Financial Advisors LLC | 9,985 | $476,834 | 0.13% |
| Atlas Wealth LLC | 11,025 | $526,499 | 0.10% |
| Integrated Wealth Concepts LLC | 25,546 | $1,219,952 | 0.02% |
| Advisory Services Network, LLC | 5,055 | $241,402 | 0.01% |
| JANE STREET GROUP, LLC | 66,950 | $3,197,197 | 0.00% |
| GTS SECURITIES LLC | 8,918 | $425,879 | 0.00% |
| BANK OF MONTREAL /CAN/ | 12,000 | $573,360 | 0.00% |