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Indexiq Etf Tr iq candrm esg us shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Indexiq Etf Tr iq candrm esg us (IQSU) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Indexiq Etf Tr iq candrm esg us

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All positions including Indexiq Etf Tr iq candrm esg us held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Indexiq Etf Tr iq candrm esg us by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 51k 53.19
2025-06-30 $2.5M 51k 49.59
2025-03-31 $2.3M 50k 45.36

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Indexiq Etf Tr iq candrm esg us

New York Life Investment Management
Envestnet Asset Management
Captrust Financial Advisors
LPL Financial
Waterloo Capital
IFP Advisors
Paul R. Ried Financial Group
Private Advisor
We Are One Seven
Raymond James Financial
Morgan Stanley
Commonwealth Equity Services
Palisades Hudson Asset Management
Financial Gravity Wealth
Financial Gravity Companies

View all funds holding Indexiq Etf Tr iq candrm esg us