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Indexiq Etf Tr shares owned by CWM

Quarter-by-quarter ownership of Indexiq Etf Tr (ROOF) shares owned by CWM from 13F filings

Historical chart of CWM investment in Indexiq Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Indexiq Etf Tr held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Indexiq Etf Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 697 21.52
2024-06-30 $13k 697 18.65
2024-03-31 $17k 846 20.09
2023-12-31 $17k 846 20.09
2023-09-30 $17k 940 18.09
2023-06-30 $21k 1.1k 19.32
2023-03-31 $15k 769 19.51

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Spdr Ser Tr Portfolio S&p400 (SPMD)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

Top funds holding Indexiq Etf Tr

New York Life Investment Management
CI Private Wealth
Morgan Stanley
Jane Street
LPL Financial
Bank of America Corporation
NTV Asset Management
Raymond James & Associates
Buckingham Strategic Partners
Family Wealth Partners
Spire Wealth Management
Harbour Investments
CWM
Gen-Wealth Partners
Ridgewood Investments

View all funds holding Indexiq Etf Tr