Advisornet Financial’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Advisornet Financial’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
2020 Q1	–	Sell	-318	Closed	-$9K	–	1969
2019 Q4	$9K	Hold	318	–	–	﹤0.01%	1417
2019 Q3	$8K	Hold	318	–	–	﹤0.01%	1448
2019 Q2	$8K	Hold	318	–	–	﹤0.01%	1298
2019 Q1	$8K	Sell	318 -630	-66%	-$15.8K	﹤0.01%	1245
2018 Q4	$21K	Sell	948 -75	-7%	-$1.88K	﹤0.01%	923
2018 Q3	$29K	Sell	1,023 -248	-20%	-$7.2K	﹤0.01%	864
2018 Q2	$36K	Buy	1,271 +641	+102%	+$18.1K	﹤0.01%	803
2018 Q1	$17K	Hold	630	–	–	﹤0.01%	962
2017 Q4	$18K	Buy	+630	New	+$17.5K	﹤0.01%	890

Other funds holding CSML

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisornet Financial's CSML Position: Q1 2020 in Review

Advisornet Financial sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q1 2020, closing a stake of 318 shares — an estimated $9K sold.

Advisornet Financial first reported a position in CSML in Q4 2017 and held it in 9 quarters. The position peaked at $36K in Q2 2018. 25 funds tracked by Wall St. Rank hold CSML as of Q1 2020.

Advisornet Financial reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Advisornet Financial sold 318 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q1 2020, an estimated $9K.
Advisornet Financial first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2017 and held it in 9 quarters.
Advisornet Financial's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $36K in Q2 2018.
25 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.