IndexIQ Advisors’s Exelon EXC Stock Holding History

IndexIQ Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$15K	Buy	+308	New	+$13K	﹤0.01%	1211
2019 Q1	–	Sell	-251,806	Closed	-$8.1M	–	607
2018 Q4	$8.1M	Buy	251,806 +91,506	+57%	+$2.93M	0.23%	68
2018 Q3	$4.99M	Sell	160,300 -76,766	-32%	-$2.36M	0.16%	95
2018 Q2	$7.2M	Buy	237,066 +78,857	+50%	+$2.26M	0.22%	75
2018 Q1	$4.4M	Buy	+158,209	New	+$4.27M	0.14%	118

Other funds holding EXC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

IndexIQ Advisors's EXC Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Exelon (EXC) in Q1 2022: 308 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in EXC as recently as Q4 2018.

IndexIQ Advisors first reported a position in EXC in Q1 2018 and has held it in 5 quarters since. The position peaked at $8.1M in Q4 2018. 1,025 funds tracked by Wall St. Rank hold EXC as of Q1 2022.

IndexIQ Advisors held 308 shares of Exelon worth $15K as of Q1 2022.
Exelon was a new IndexIQ Advisors position in Q1 2022.
Exelon made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1211 holding.
IndexIQ Advisors first reported a position in Exelon in Q1 2018 and has held it in 5 quarters since.
IndexIQ Advisors's Exelon position peaked at $8.1M in Q4 2018.
1,025 funds tracked by Wall St. Rank held Exelon as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.