Curi Wealth Management, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is MNA and the CUSIP is 45409B800. A total of 88 filers reported holding INDEXIQ ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Curi Wealth Management, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q2 2023$412,180
-93.9%
13,211
-93.8%
0.06%
-94.3%
Q1 2023$6,785,258
+23.2%
214,520
+23.6%
0.98%
+26.1%
Q4 2022$5,508,947
-8.4%
173,620
-9.7%
0.77%
-22.5%
Q3 2022$6,017,000
+14.4%
192,287
+13.2%
1.00%
-1.6%
Q2 2022$5,261,000
+6.3%
169,921
+9.7%
1.01%
+18.3%
Q1 2022$4,947,000
+6.8%
154,902
+7.8%
0.86%
+7.0%
Q4 2021$4,632,000
+16.0%
143,648
+18.3%
0.80%
-56.5%
Q3 2021$3,993,000
+19.6%
121,456
+21.9%
1.84%
+9.7%
Q2 2021$3,338,000
+26.5%
99,604
+24.4%
1.68%
+0.2%
Q1 2021$2,639,000
+15.1%
80,094
+16.4%
1.67%
+0.8%
Q4 2020$2,293,00068,8241.66%
Other shareholders
INDEXIQ ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 677,231$22,572,0006.60%
DeGreen Capital Management LLC 418,843$13,960,0005.45%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1,111,754$37,055,0005.26%
LFA - Lugano Financial Advisors SA 145,713$4,857,0003.77%
OneDigital Investment Advisors LLC 1,554,669$51,817,0002.70%
Curi Wealth Management, LLC 68,824$2,293,0001.66%
Modus Advisors, LLC 94,093$3,136,0001.62%
Q3 Asset Management 55,821$1,860,0001.47%
PERSONAL CFO SOLUTIONS, LLC 140,353$4,678,0001.16%
B. Riley Wealth Management, Inc. 242,364$8,078,0001.04%
View complete list of INDEXIQ ETF TR shareholders