Brio Consultants, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is QAI and the CUSIP is 45409B107. A total of 105 filers reported holding INDEXIQ ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Brio Consultants, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q3 2023$21,476,671
+2.8%
715,174
+2.1%
4.03%
+6.8%
Q2 2023$20,894,009
+4.3%
700,436
+2.2%
3.78%
+1.9%
Q1 2023$20,025,163
+7.4%
685,558
+4.6%
3.71%
-0.2%
Q4 2022$18,648,327
+5.1%
655,247
+3.1%
3.72%
-0.9%
Q3 2022$17,747,000
-2.9%
635,640
-0.9%
3.75%
-9.7%
Q2 2022$18,286,000
+188.7%
641,622
+212.5%
4.15%
+207.3%
Q1 2022$6,333,000
+43.3%
205,342
+47.7%
1.35%
+30.0%
Q4 2021$4,420,000
+7.2%
139,046
+7.1%
1.04%
+3.9%
Q3 2021$4,122,000
+8.3%
129,779
+10.0%
1.00%
+2.8%
Q2 2021$3,806,000
+37.1%
117,982
+35.1%
0.97%
+18.9%
Q1 2021$2,777,000
+28.3%
87,318
+28.8%
0.82%
+17.0%
Q4 2020$2,164,000
+19.0%
67,773
+15.5%
0.70%
+27.3%
Q3 2020$1,819,000
+25.8%
58,693
+23.0%
0.55%
+13.7%
Q2 2020$1,446,00047,6990.48%
Other shareholders
INDEXIQ ETF TR shareholders Q3 2023
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