HI
CLRG

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

Harbour 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
-371
Closed -$12K – 3862
2021
Q3 		$12K Buy
371
+2
+0.5% +$68 ﹤0.01% 2588
2021
Q2 		$12K Buy
369
+1
+0.3% +$32 ﹤0.01% 2647
2021
Q1 		$11K Buy
+368
New +$11.1K ﹤0.01% 2579

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

Harbour Investments's CLRG Position: Q4 2021 in Review

Harbour Investments sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q4 2021, closing a stake of 371 shares — an estimated $12K sold.

Harbour Investments first reported a position in CLRG in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q3 2021. 12 funds tracked by Wall St. Rank hold CLRG as of Q4 2021.

  • Harbour Investments reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 371 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q4 2021, an estimated $12K.
  • Harbour Investments first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $12K 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 Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.