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

NYLIM

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

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

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

SWIM

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

RJA

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

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

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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.