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

American Portfolios 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
2022 Q3	$8.23K	Hold	285	–	–	﹤0.01%	2613
2022 Q2	$8.56K	Hold	285	–	–	﹤0.01%	2631
2022 Q1	$10K	Hold	285	–	–	﹤0.01%	2683
2021 Q4	$10.5K	Hold	285	–	–	﹤0.01%	2602
2021 Q3	$10.1K	Hold	285	–	–	﹤0.01%	2566
2021 Q2	$10.2K	Hold	285	–	–	﹤0.01%	2506
2021 Q1	$9.84K	Hold	285	–	–	﹤0.01%	2393
2020 Q4	$8.32K	Hold	285	–	–	﹤0.01%	2189
2020 Q3	$6.31K	Hold	285	–	–	﹤0.01%	2174
2020 Q2	$6.17K	Hold	285	–	–	﹤0.01%	2147
2020 Q1	$4.92K	Hold	285	–	–	﹤0.01%	2099
2019 Q4	$7.79K	Hold	285	–	–	﹤0.01%	2104
2019 Q3	$7.16K	Hold	285	–	–	﹤0.01%	2059
2019 Q2	$7.09K	Hold	285	–	–	﹤0.01%	2033
2019 Q1	$7.07K	Hold	285	–	–	﹤0.01%	1959
2018 Q4	$6.36K	Hold	285	–	–	﹤0.01%	1787
2018 Q3	$8.05K	Hold	285	–	–	﹤0.01%	1823
2018 Q2	$8.15K	Hold	285	–	–	﹤0.01%	1801
2018 Q1	$7.78K	Buy	+285	New	+$8.04K	﹤0.01%	1719

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

SWIM

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

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

RJA

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

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

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

OIA

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

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

American Portfolios Advisors's CSML Position: Q3 2022 in Review

American Portfolios Advisors held its IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) position steady in Q3 2022 at 285 shares worth $8.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

American Portfolios Advisors first reported a position in CSML in Q1 2018 and has held it in 19 quarters since. The position peaked at $10.5K in Q4 2021. 20 funds tracked by Wall St. Rank hold CSML as of Q3 2022.

American Portfolios Advisors held 285 shares of IndexIQ ETF Trust IQ U.S. Small Cap ETF worth $8.23K as of Q3 2022.
American Portfolios Advisors left its IndexIQ ETF Trust IQ U.S. Small Cap ETF share count unchanged in Q3 2022.
IndexIQ ETF Trust IQ U.S. Small Cap ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2613 holding.
American Portfolios Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q1 2018 and has held it in 19 quarters since.
American Portfolios Advisors's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $10.5K in Q4 2021.
20 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.