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Indexiq Etf Tr iq candrm esg us shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Indexiq Etf Tr iq candrm esg us

Tip: Access up to 7 years of quarterly data

All positions including Indexiq Etf Tr iq candrm esg us held by Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $943k 18k 53.19
2025-06-30 $879k 18k 49.59
2025-03-31 $811k 18k 45.36
2024-12-31 $866k 18k 48.41
2024-09-30 $940k 20k 47.87
2024-06-30 $918k 20k 45.47
2024-03-31 $1.0M 23k 44.36

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

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