UNITED CAPITAL FINANCIAL ADVISORS, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is QAI and the CUSIP is 45409B107. A total of 105 filers reported holding INDEXIQ ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q4 2022$342,450
-41.6%
12,033
-43.0%
0.00%
-33.3%
Q3 2022$586,000
-55.6%
21,112
-54.1%
0.00%
-57.1%
Q2 2022$1,320,000
-7.4%
46,026
-0.4%
0.01%0.0%
Q1 2022$1,425,000
-2.3%
46,207
+0.7%
0.01%0.0%
Q4 2021$1,459,000
-0.3%
45,902
-0.4%
0.01%0.0%
Q3 2021$1,463,000
-2.1%
46,077
-0.5%
0.01%
-12.5%
Q2 2021$1,495,000
+1.6%
46,329
+0.2%
0.01%0.0%
Q1 2021$1,471,000
-0.9%
46,251
-0.6%
0.01%
-11.1%
Q4 2020$1,485,000
+3.1%
46,5080.0%0.01%0.0%
Q3 2020$1,441,000
-0.9%
46,508
-3.0%
0.01%
-18.2%
Q2 2020$1,454,000
-2.7%
47,951
-8.7%
0.01%
-8.3%
Q1 2020$1,495,000
-18.6%
52,495
-12.0%
0.01%0.0%
Q4 2019$1,837,000
+0.5%
59,655
-0.7%
0.01%
-7.7%
Q3 2019$1,827,000
-3.4%
60,047
-3.4%
0.01%
+8.3%
Q2 2019$1,892,00062,1890.01%
Other shareholders
INDEXIQ ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Paracle Advisors, LLC 951,049$28,835,0006.72%
Baystate Wealth Management LLC 1,227,654$37,222,0004.36%
LFA - Lugano Financial Advisors SA 115,335$3,514,0003.71%
Q3 Asset Management 74,299$2,252,0002.15%
Private Vista, LLC 133,123$4,039,0001.96%
ASPIRIANT, LLC 488,390$14,806,0001.38%
Quantitative Advantage, LLC 160,462$4,865,0001.30%
Beacon Harbor Wealth Advisors, Inc. 74,240$2,251,0001.29%
DUBUQUE BANK & TRUST CO 249,176$7,555,0001.18%
BANK OF THE WEST 264,667$8,025,0001.08%
View complete list of INDEXIQ ETF TR shareholders