TruWealth Advisors, LLC - INDEXIQ ACTIVE ETF TR ownership

INDEXIQ ACTIVE ETF TR's ticker is MMIT and the CUSIP is 45409F827. A total of 77 filers reported holding INDEXIQ ACTIVE ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of INDEXIQ ACTIVE ETF TR
ValueSharesWeighting
Q3 2023$11,296,791
+14.3%
480,715
+18.5%
0.97%
+14.4%
Q2 2023$9,885,955
+33.8%
405,827
+35.1%
0.85%
+25.4%
Q1 2023$7,388,788
+15.7%
300,479
+13.5%
0.68%
+8.7%
Q4 2022$6,387,115
+207.4%
264,696
+198.0%
0.62%
+183.2%
Q3 2022$2,078,000
+2.5%
88,833
+6.3%
0.22%
+1.4%
Q2 2022$2,028,00083,5720.22%
Other shareholders
INDEXIQ ACTIVE ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
IAG Wealth Partners, LLC 1,093,881$25,706,3657.17%
Schneider Downs Wealth Management Advisors, LP 861,250$20,239,3764.69%
Cypress Point Wealth Management, LLC 90,913$2,136,4561.88%
Pallas Capital Advisors LLC 734,897$17,108,4021.04%
Narus Financial Partners, LLC 81,662$1,919,0570.98%
TruWealth Advisors, LLC 480,715$11,296,7910.97%
Prestige Wealth Management Group LLC 162,298$3,814,0030.94%
Bernardo Wealth Planning LLC 93,837$2,205,1610.87%
Landmark Wealth Management, LLC 54,270$1,2750.72%
Amplius Wealth Advisors, LLC 206,534$4,853,5390.65%
View complete list of INDEXIQ ACTIVE ETF TR shareholders