Fidelity Investments’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Fidelity Investments’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
2021 Q4	–	Sell	-1	Closed	–	–	5098
2021 Q3	$0	Hold	1	–	–	﹤0.01%	5215
2021 Q2	$0	Hold	1	–	–	﹤0.01%	5063
2021 Q1	$0	Buy	+1	New	+$30	﹤0.01%	4667
2020 Q1	–	Sell	-16	Closed	–	–	4374
2019 Q4	$0	Buy	+16	New	+$414	﹤0.01%	4368
2018 Q4	–	Sell	-3	Closed	–	–	4287
2018 Q3	$0	Buy	+3	New	+$78	﹤0.01%	3853

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

SPIA

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

Fidelity Investments's CLRG Position: Q4 2021 in Review

Fidelity Investments sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q4 2021, closing a stake of 1 share.

Fidelity Investments first reported a position in CLRG in Q3 2018 and held it in 5 quarters. The position peaked at $0 in Q3 2021. 12 funds tracked by Wall St. Rank hold CLRG as of Q4 2021.

Fidelity Investments reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q4 2021 after selling out during the quarter.
Fidelity Investments sold 1 IndexIQ ETF Trust IQ U.S. Large Cap ETF share in Q4 2021.
Fidelity Investments first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q3 2018 and held it in 5 quarters.
Fidelity Investments's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $0 in Q3 2021.
12 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q4 2021.

Based on Fidelity Investments's 13F filing for Q4 2021, filed 14 Feb 2022.