BerganKDV Wealth Management, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is QAI and the CUSIP is 45409B107. A total of 115 filers reported holding INDEXIQ ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
CONSULTIVA WEALTH MANAGEMENT, CORP. 55,777$1,781,00041.56%
Paracle Advisors, LLC 1,030,474$32,903,0006.28%
LFA - Lugano Financial Advisors SA 230,905$7,373,0005.72%
Baystate Wealth Management LLC 1,160,933$37,069,0004.22%
Alaska Wealth Advisors 531,555$16,973,0003.46%
Beacon Harbor Wealth Advisors, Inc. 171,577$5,478,0002.24%
Quantitative Advantage, LLC 323,474$10,329,0002.18%
Baron Financial Group, LLC 65,090$2,078,324,0001.66%
DUBUQUE BANK & TRUST CO 331,459$10,584,0001.30%
BANK OF THE WEST 254,775$8,135,0000.95%
View complete list of INDEXIQ ETF TR shareholders