1834 Investment Advisors’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

1834 Investment Advisors’s Portfolio CSML Stock Details CSML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-175	Closed	-$4K	–	433
2018 Q4	$4K	Hold	175	–	–	﹤0.01%	384
2018 Q3	$5K	Hold	175	–	–	﹤0.01%	382
2018 Q2	$5K	Hold	175	–	–	﹤0.01%	397
2018 Q1	$5K	Buy	+175	New	+$4.94K	﹤0.01%	415

Other funds holding CSML

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1834 Investment Advisors's CSML Position: Q1 2019 in Review

1834 Investment Advisors sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q1 2019, closing a stake of 175 shares — an estimated $4K sold.

1834 Investment Advisors first reported a position in CSML in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 37 funds tracked by Wall St. Rank hold CSML as of Q1 2019.

1834 Investment Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q1 2019 after selling out during the quarter.
1834 Investment Advisors sold 175 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q1 2019, an estimated $4K.
1834 Investment Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q1 2018 and held it in 4 quarters.
1834 Investment Advisors's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $5K in Q3 2018.
37 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q1 2019.

Based on 1834 Investment Advisors's 13F filing for Q1 2019, filed 24 Apr 2019.