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Indexiq Active Etf Tr shares owned by Keudell/Morrison Wealth Management

Quarter-by-quarter ownership of Indexiq Active Etf Tr (ESGB) shares owned by Keudell/Morrison Wealth Management from 13F filings

Historical chart of Keudell/Morrison Wealth Management investment in Indexiq Active Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Indexiq Active Etf Tr held by Keudell/Morrison Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Indexiq Active Etf Tr by Keudell/Morrison Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $366k 17k 21.07
2023-09-30 $344k 17k 20.00
2023-06-30 $312k 15k 20.81
2023-03-31 $300k 14k 21.16

More positions owned by Keudell/Morrison Wealth Management

Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Managed Portfolio Series Tortoise Nram Pi (TPYP)
World Gold Tr Spdr Gld Minis (GLDM)
Microsoft Corporation (MSFT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard World Fds Energy Etf (VDE)

View all positions for Keudell/Morrison Wealth Management

Top funds holding Indexiq Active Etf Tr

New York Life Investment Management
Jane Street
Bank Of Montreal
Citadel Advisors
Keudell/Morrison Wealth Management

View all funds holding Indexiq Active Etf Tr