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Indexiq Etf Tr shares owned by Gen-Wealth Partners

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

Historical chart of Gen-Wealth Partners investment in Indexiq Etf Tr

Tip: Access up to 7 years of quarterly data

All positions including Indexiq Etf Tr held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Indexiq Etf Tr by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $11k 600 19.08
2024-03-31 $12k 600 19.73

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Ishares S&p 500 Value Etf Etf (IVE)
Walmart Stock (WMT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Msci Eafe Value Etf Etf (EFV)
Procter And Gamble Stock (PG)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Caterpillar Stock (CAT)

View all positions for Gen-Wealth Partners

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
Family Wealth Partners
Buckingham Strategic Partners
Spire Wealth Management
Harbour Investments
CWM
Gen-Wealth Partners
Ridgewood Investments

View all funds holding Indexiq Etf Tr