BerganKDV Wealth Management, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is QAI and the CUSIP is 45409B107. A total of 109 filers reported holding INDEXIQ ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2020
NameSharesValueWeighting ↓
Private Vista, LLC 841,319$24,983,0006.04%
Baystate Wealth Management LLC 1,094,020$32,394,0005.81%
Paracle Advisors, LLC 521,000$15,322,0005.81%
WealthTrust Fairport, LLC 1,742,408$51,244,0005.62%
AT Bancorp 1,153,378$33,921,0003.98%
Highland Private Wealth Management 277,047$8,148,0003.89%
Fusion Family Wealth LLC 170,652$5,019,0001.72%
SPINNAKER TRUST 311,088$9,149,0001.14%
BANK OF THE WEST 249,503$7,338,0000.94%
QS Investors, LLC 2,525,251$74,268,0000.63%
View complete list of INDEXIQ ETF TR shareholders