Smallwood Wealth Investment Management, LLC - INDEXIQ ETF TR ownership

INDEXIQ ETF TR's ticker is CSML and the CUSIP is 45409B396. A total of 23 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
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 Q3 2023
NameSharesValueWeighting ↓
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 11,751,981$262,304,00019.62%
Cribstone Capital Management, LLC 54,413$1,214,0000.62%
USCA RIA LLC 100,314$2,239,0000.30%
Executive Wealth Management, LLC 73,505$1,641,0000.29%
Strategic Family Wealth Counselors, L.L.C. 9,043$202,0000.23%
Cornerstone Wealth Management, LLC 44,266$993,0000.21%
LINCOLN NATIONAL CORP 89,593$2,000,0000.09%
Arete Wealth Advisors, LLC 15,475$345,0000.08%
COMMONWEALTH EQUITY SERVICES, LLC 525,071$11,719,0000.06%
Private Capital Group, LLC 12,765$286,0000.06%
View complete list of INDEXIQ ETF TR shareholders