BerganKDV Wealth Management, 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 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q2 2023$106,016
-28.1%
3,554
-29.6%
0.01%
-26.7%
Q1 2023$147,423
+2.6%
5,0470.0%0.02%
-6.2%
Q4 2022$143,638
+1.9%
5,047
-0.6%
0.02%
-5.9%
Q3 2022$141,000
+54.9%
5,080
+60.0%
0.02%
+70.0%
Q2 2022$91,000
-7.1%
3,1750.0%0.01%0.0%
Q1 2022$98,000
-3.0%
3,1750.0%0.01%
-9.1%
Q4 2021$101,000
-15.1%
3,175
-15.2%
0.01%
-15.4%
Q3 2021$119,000
-12.5%
3,743
-11.0%
0.01%
-18.8%
Q2 2021$136,000
+1.5%
4,2040.0%0.02%
-5.9%
Q1 2021$134,0000.0%4,2040.0%0.02%
-10.5%
Q4 2020$134,000
+9.8%
4,204
+6.9%
0.02%0.0%
Q3 2020$122,0003,9340.02%
Other shareholders
INDEXIQ ETF TR shareholders Q3 2023
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