Wagner Wealth Management, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396. A total of 21 filers reported holding INDEXIQ ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q3 2022$21,000
-4.5%
7390.0%0.02%
-11.1%
Q2 2022$22,000
-21.4%
739
-2.1%
0.02%
-14.3%
Q4 2021$28,000
+3.7%
7550.0%0.02%
-4.5%
Q3 2021$27,0000.0%7550.0%0.02%
+15.8%
Q2 2021$27,000
+3.8%
7550.0%0.02%
-5.0%
Q1 2021$26,000
+18.2%
7550.0%0.02%
-4.8%
Q4 2020$22,000
-96.8%
755
-96.9%
0.02%
-95.4%
Q3 2018$678,000
+21.7%
23,995
+23.2%
0.45%
+12.4%
Q2 2018$557,000
+51.8%
19,475
+44.6%
0.40%
+43.6%
Q1 2018$367,000
+115.9%
13,470
+130.5%
0.28%
+120.5%
Q4 2017$170,0005,8450.13%
Other shareholders
INDEXIQ ETF TR shareholders Q1 2022
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