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 | $673,011 | +2.2% | 14,093 | +2.1% | 0.00% | – |
| Q2 2023 | $658,419 | +12.0% | 13,799 | +11.5% | 0.00% | – |
| Q1 2023 | $588,098 | +136.0% | 12,381 | +135.9% | 0.00% | – |
| Q4 2022 | $249,170 | -54.8% | 5,249 | -54.9% | 0.00% | – |
| Q3 2022 | $551,000 | +47.7% | 11,630 | +48.2% | 0.00% | – |
| Q2 2022 | $373,000 | -74.4% | 7,848 | -74.0% | 0.00% | – |
| Q1 2022 | $1,456,000 | +14.3% | 30,225 | +15.2% | 0.00% | – |
| Q4 2021 | $1,274,000 | +30.7% | 26,248 | +33.2% | 0.00% | – |
| Q3 2021 | $975,000 | -44.3% | 19,712 | -44.2% | 0.00% | – |
| Q2 2021 | $1,751,000 | +318.9% | 35,320 | +318.3% | 0.00% | – |
| Q1 2021 | $418,000 | -56.8% | 8,444 | -56.7% | 0.00% | – |
| Q3 2020 | $967,000 | +117.3% | 19,502 | +116.9% | 0.00% | – |
| Q2 2020 | $445,000 | – | 8,993 | – | 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% |