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IQ Hedge Multi-Strategy Tracker shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of IQ Hedge Multi-Strategy Tracker (QAI) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in IQ Hedge Multi-Strategy Tracker

Tip: Access up to 7 years of quarterly data

All positions including IQ Hedge Multi-Strategy Tracker held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in IQ Hedge Multi-Strategy Tracker by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $332k 11k 31.03
2024-03-31 $305k 9.9k 30.89

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding IQ Hedge Multi-Strategy Tracker

Morgan Stanley
Royal Bank of Canada
Colony
EP Wealth Advisors
Alaska Permanent Capital Management
HTLF Bank
Captrust Financial Advisors
APCM Wealth Management for Individuals
Verdence Capital Advisors
One Capital Management
Harwood Advisory
Endowment Wealth Management
Aspiriant
Raymond James & Associates
Brian McDonald

View all funds holding IQ Hedge Multi-Strategy Tracker