WCG Wealth Advisors »

Indexiq Etf Tr iq candrm esg us shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Indexiq Etf Tr iq candrm esg us by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $548k 13k 42.01
2023-09-30 $486k 13k 37.38

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Indexiq Etf Tr iq candrm esg us

New York Life Investment Management
Banca d'Italia
Bank of America Corporation
We Are One Seven
IFP Advisors
Citadel Advisors
WCG Wealth Advisors
Private Advisor
Great Valley Advisor Group
Commonwealth Equity Services
Raymond James Financial Services Advisors
Ronald Blue Trust
Advisor Group Holdings

View all funds holding Indexiq Etf Tr iq candrm esg us