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Indexiq Active Etf Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Indexiq Active Etf Tr (CPLB) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Indexiq Active Etf Tr

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All positions including Indexiq Active Etf Tr held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Indexiq Active Etf Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $359k 17k 21.38

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Indexiq Active Etf Tr

New York Life Investment Management
Envestnet Asset Management
Fortis Group Advisors
Prosperity Financial Group
Citadel Advisors
First Affirmative Financial Network
Keudell/Morrison Wealth Management
CLS Investments
Jane Street
Pensionmark Financial Group
Advisor Group Holdings
Jpmorgan Chase & Co
Steward Partners Investment Advisory
Morgan Stanley

View all funds holding Indexiq Active Etf Tr