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Congress Wealth Management’s NYLIM Hedge Multi-Strategy Tracker ETF QAI Stock Holding History

Congress Wealth Management’s Portfolio QAI Stock Details QAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.91M Buy
+213,768
New +$6.73M 0.07% 324

Other funds holding QAI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAF
Tredje AP-fonden Se-111 91 Stockholm, Sweden $22.1B AUM 41.68% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

Congress Wealth Management's QAI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in NYLIM Hedge Multi-Strategy Tracker ETF (QAI) in Q2 2025: 213,768 shares worth $6.91M. The stake represents 0.07% of the portfolio and ranks #324 among its holdings.

97 funds tracked by Wall St. Rank hold QAI as of Q2 2025.

  • Congress Wealth Management held 213,768 shares of NYLIM Hedge Multi-Strategy Tracker ETF worth $6.91M as of Q2 2025.
  • NYLIM Hedge Multi-Strategy Tracker ETF was a new Congress Wealth Management position in Q2 2025.
  • NYLIM Hedge Multi-Strategy Tracker ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #324 holding.
  • 97 funds tracked by Wall St. Rank held NYLIM Hedge Multi-Strategy Tracker ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.