IndexIQ Advisors’s Piper Sandler PIPR Stock Holding History

IndexIQ Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$405K	Sell	12,328 -3,324	-21%	-$122K	0.01%	610
2021 Q4	$699K	Sell	15,652 -748	-5%	-$31.8K	0.02%	381
2021 Q3	$568K	Buy	16,400 +1,640	+11%	+$54.9K	0.02%	472
2021 Q2	$478K	Buy	14,760 +96	+0.7%	+$2.94K	0.02%	491
2021 Q1	$402K	Sell	14,664 -1,904	-11%	-$50.5K	0.01%	658
2020 Q4	$418K	Buy	16,568 +1,712	+12%	+$38.8K	0.02%	464
2020 Q3	$271K	Buy	14,856 +800	+6%	+$13.6K	0.01%	455
2020 Q2	$208K	Sell	14,056 -888	-6%	-$12.5K	0.01%	537
2020 Q1	$189K	Sell	14,944 -29,604	-66%	-$527K	0.01%	460
2019 Q4	$890K	Sell	44,548 -14,144	-24%	-$274K	0.03%	317
2019 Q3	$1.11M	Sell	58,692 -10,992	-16%	-$205K	0.04%	315
2019 Q2	$1.29M	Sell	69,684 -16,248	-19%	-$307K	0.04%	313
2019 Q1	$1.56M	Sell	85,932 -15,352	-15%	-$272K	0.05%	338
2018 Q4	$1.67M	Sell	101,284 -8,204	-7%	-$143K	0.05%	292
2018 Q3	$2.09M	Buy	109,488 +4,132	+4%	+$79.3K	0.07%	324
2018 Q2	$2.02M	Buy	105,356 +7,536	+8%	+$148K	0.06%	352
2018 Q1	$2.03M	Buy	+97,820	New	+$2.16M	0.07%	231

Other funds holding PIPR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return