Smallwood Wealth Investment 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
Smallwood Wealth Investment Management, LLC ownership history of INDEXIQ ETF TR
ValueSharesWeighting
Q3 2023$2,727,480
-1.8%
87,704
+2.4%
2.48%
+0.2%
Q2 2023$2,778,682
-1.0%
85,670
-3.2%
2.48%
-6.8%
Q1 2023$2,806,665
-0.5%
88,510
+0.0%
2.66%
+11.3%
Q4 2022$2,821,097
+17.0%
88,483
+6.0%
2.39%
+10.1%
Q3 2022$2,412,000
+1.1%
83,479
+5.2%
2.17%
-10.3%
Q2 2022$2,385,000
-13.0%
79,350
+1.7%
2.42%
-6.8%
Q1 2022$2,742,000
-4.0%
78,014
+0.4%
2.59%
-2.5%
Q4 2021$2,856,00077,6882.66%
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