Steward Partners Investment Advisory, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396. A total of 26 filers reported holding INDEXIQ ETF TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q3 2023$15,643
-4.1%
5030.0%0.00%
Q2 2023$16,315
+2.3%
5030.0%0.00%
Q1 2023$15,950
-0.5%
5030.0%0.00%
Q4 2022$16,037
+6.9%
5030.0%0.00%
Q3 2022$15,0000.0%5030.0%0.00%
Q2 2022$15,000
-16.7%
5030.0%0.00%
Q1 2022$18,0000.0%5030.0%0.00%
Q4 2021$18,0000.0%5030.0%0.00%
Q3 2021$18,0000.0%5030.0%0.00%
Q2 2021$18,000
-99.9%
503
-50.0%
0.00%
Q1 2021$34,730,000
+231433.3%
1,006
+100.0%
0.00%
Q4 2020$15,000
+36.4%
5030.0%0.00%
Q3 2020$11,000
+22.2%
503
+22.7%
0.00%
Q2 2020$9,000
-43.8%
410
-57.7%
0.00%
-100.0%
Q1 2020$16,000
-38.5%
9700.0%0.00%0.0%
Q4 2019$26,000
+8.3%
9700.0%0.00%0.0%
Q3 2019$24,000
+26.3%
970
+24.4%
0.00%0.0%
Q2 2019$19,000
-85.0%
780
-82.7%
0.00%
-83.3%
Q3 2018$127,000
-8.0%
4,505
-6.7%
0.01%
-25.0%
Q2 2018$138,000
+50.0%
4,826
+42.4%
0.01%
+33.3%
Q1 2018$92,000
+39.4%
3,388
+42.0%
0.01%
+20.0%
Q4 2017$66,0002,3860.01%
Other shareholders
INDEXIQ ETF TR shareholders Q4 2020
NameSharesValueWeighting ↓
Smallwood Wealth Investment Management, LLC 79,350$2,385,0002.42%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 5,598,421$168,240,0001.95%
Wagner Wealth Management, LLC 739$22,0000.02%
OneDigital Investment Advisors LLC 12,191$366,0000.02%
FinTrust Capital Advisors, LLC 770$24,0000.01%
COMMONWEALTH EQUITY SERVICES, LLC 22,647$680,0000.00%
RAYMOND JAMES & ASSOCIATES 83,678$2,515,0000.00%
STIFEL FINANCIAL CORP 46,233$1,389,0000.00%
LPL Financial LLC 37,261$1,120,0000.00%
BANK OF AMERICA CORP /DE/ 210,681$6,331,0000.00%
View complete list of INDEXIQ ETF TR shareholders