Advisory Services Network
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Advisory Services Network’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-2,780
Closed -$100K – 3856
2023
Q4 		$100K Buy
+2,780
New +$89.1K ﹤0.01% 1649

Other funds holding CSML

New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Smallwood Wealth Investment Management
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Gladstone Institutional Advisory
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Empirical Asset Management
Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Advisory Services Network's CSML Position: Q1 2024 in Review

Advisory Services Network sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q1 2024, closing a stake of 2,780 shares — an estimated $100K sold.

Advisory Services Network first reported a position in CSML in Q4 2023 and held it in 1 quarter. The position peaked at $100K in Q4 2023. 22 funds tracked by Wall St. Rank hold CSML as of Q1 2024.

  • Advisory Services Network reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 2,780 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q1 2024, an estimated $100K.
  • Advisory Services Network first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2023 and held it in 1 quarter.
  • Advisory Services Network's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $100K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.