CAPTRUST Financial Advisors
CLRG

CAPTRUST Financial Advisors’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CLRG Stock Details CLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,061
Closed -$31K – 4360
2022
Q2 		$31K Hold
1,061
– – ﹤0.01% 3109
2022
Q1 		$37K Hold
1,061
– – ﹤0.01% 3006
2021
Q4 		$39K Hold
1,061
– – ﹤0.01% 2865
2021
Q3 		$35K Buy
+1,061
New +$36.3K ﹤0.01% 2810

Other funds holding CLRG

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors's CLRG Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q3 2022, closing a stake of 1,061 shares — an estimated $31K sold.

CAPTRUST Financial Advisors first reported a position in CLRG in Q3 2021 and held it in 4 quarters. The position peaked at $39K in Q4 2021. 8 funds tracked by Wall St. Rank hold CLRG as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,061 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q3 2022, an estimated $31K.
  • CAPTRUST Financial Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $39K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.