AWA
CSML

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

Arkadios Wealth 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
2020
Q4 		– Sell
-365
Closed -$8.72K – 1499
2020
Q3 		$8.72K Buy
+365
New +$8.26K ﹤0.01% 772

Other funds holding CSML

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Stifel Financial
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's CSML Position: Q4 2020 in Review

Arkadios Wealth Advisors sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q4 2020, closing a stake of 365 shares — an estimated $8.72K sold.

Arkadios Wealth Advisors first reported a position in CSML in Q3 2020 and held it in 1 quarter. The position peaked at $8.72K in Q3 2020. 24 funds tracked by Wall St. Rank hold CSML as of Q4 2020.

  • Arkadios Wealth Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 365 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q4 2020, an estimated $8.72K.
  • Arkadios Wealth Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q3 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $8.72K in Q3 2020.
  • 24 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q4 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2020, filed 9 Feb 2021.