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

CoreCap 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 Q4	$659	Buy	+21	New	+$652	﹤0.01%	2124
2022 Q3	–	Sell	-21	Closed	-$1K	–	2249
2022 Q2	$1K	Buy	+21	New	+$667	﹤0.01%	2099
2022 Q1	–	Sell	-11	Closed	-$1K	–	2245
2021 Q4	$1K	Buy	+11	New	+$385	﹤0.01%	2327

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CoreCap Advisors's CLRG Position: Q4 2022 in Review

CoreCap Advisors opened a new position in IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q4 2022: 21 shares worth $659. The stake represents ﹤0.01% of the portfolio and ranks #2124 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in CLRG as recently as Q2 2022.

CoreCap Advisors first reported a position in CLRG in Q4 2021 and has held it in 3 quarters since. The position peaked at $1K in Q2 2022. 10 funds tracked by Wall St. Rank hold CLRG as of Q4 2022.

CoreCap Advisors held 21 shares of IndexIQ ETF Trust IQ U.S. Large Cap ETF worth $659 as of Q4 2022.
IndexIQ ETF Trust IQ U.S. Large Cap ETF was a new CoreCap Advisors position in Q4 2022.
IndexIQ ETF Trust IQ U.S. Large Cap ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #2124 holding.
CoreCap Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q4 2021 and has held it in 3 quarters since.
CoreCap Advisors's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $1K in Q2 2022.
10 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.