Sugarloaf Wealth Management, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is MNA and the CUSIP is 45409B800. A total of 95 filers reported holding INDEXIQ ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q2 2024$818
+0.4%
260.0%0.00%
Q1 2024$815
+1.5%
260.0%0.00%
Q4 2023$803
-0.6%
260.0%0.00%
Q3 2023$808
+1.3%
260.0%0.00%
Q2 2023$798
-1.4%
26
+4.0%
0.00%
Q1 2023$809
-0.2%
25
-3.8%
0.00%
Q4 2022$811
-18.9%
260.0%0.00%
Q3 2022$1,0000.0%260.0%0.00%
Q2 2022$1,0000.0%260.0%0.00%
Q1 2022$1,0000.0%260.0%0.00%
Q4 2021$1,0000.0%260.0%0.00%
Q3 2021$1,0000.0%260.0%0.00%
Q2 2021$1,000
-87.5%
26
-88.7%
0.00%
-100.0%
Q1 2021$8,000
-61.9%
230
-64.2%
0.00%
-71.4%
Q4 2020$21,000
-36.4%
643
-34.8%
0.01%
-41.7%
Q3 2020$33,000
-15.4%
986
-12.2%
0.01%
-20.0%
Q2 2020$39,0001,1230.02%
Other shareholders
INDEXIQ ETF TR shareholders Q2 2023
NameSharesValueWeighting ↓
ACAS, LLC 45,261$1,457,8621.27%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 458,954$14,502,9540.87%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1,076,145$34,006,1820.34%
B. Riley Wealth Advisors, Inc. 221,701$7,005,7450.18%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 65,532$2,070,7950.16%
ASPIRIANT, LLC 115,856$3,661,0500.15%
OPPENHEIMER ASSET MANAGEMENT INC. 236,656$7,478,3300.10%
Legacy Financial Strategies, LLC 10,173$322,3820.08%
Farther Finance Advisors, LLC 47,963$1,514,8300.07%
OneDigital Investment Advisors LLC 153,742$4,858,2380.06%
View complete list of INDEXIQ ETF TR shareholders