IA
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IndexIQ Advisors’s ePlus PLUS Stock Holding History

IndexIQ Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$401K Sell
7,148
-1,329
-16% -$66.1K 0.01% 670
2021
Q4 		$457K Sell
8,477
-547
-6% -$30.2K 0.02% 652
2021
Q3 		$463K Buy
9,024
+904
+11% +$44.7K 0.02% 638
2021
Q2 		$352K Buy
8,120
+54
+0.7% +$2.58K 0.01% 902
2021
Q1 		$402K Buy
8,066
+1,376
+21% +$65.3K 0.01% 659
2020
Q4 		$294K Buy
6,690
+692
+12% +$27.7K 0.01% 689
2020
Q3 		$220K Buy
5,998
+320
+6% +$11.9K 0.01% 565
2020
Q2 		$201K Sell
5,678
-266
-4% -$9.08K 0.01% 571
2020
Q1 		$186K Sell
5,944
-12,378
-68% -$471K 0.01% 543
2019
Q4 		$772K Sell
18,322
-5,816
-24% -$237K 0.03% 365
2019
Q3 		$918K Sell
24,138
-4,524
-16% -$174K 0.03% 387
2019
Q2 		$988K Sell
28,662
-7,128
-20% -$296K 0.03% 412
2019
Q1 		$1.58M Sell
35,790
-18,296
-34% -$760K 0.05% 279
2018
Q4 		$1.93M Sell
54,086
-4,428
-8% -$179K 0.05% 240
2018
Q3 		$2.71M Buy
58,514
+2,208
+4% +$110K 0.09% 198
2018
Q2 		$2.65M Buy
56,306
+4,524
+9% +$197K 0.08% 202
2018
Q1 		$2.01M Buy
51,782
+10,054
+24% +$387K 0.06% 290
2017
Q4 		$1.57M Buy
41,728
+16,056
+63% +$676K 0.06% 234
2017
Q3 		$1.19M Buy
25,672
+11,622
+83% +$474K 0.05% 176
2017
Q2 		$521K Buy
+14,050
New +$509K 0.03% 259

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IndexIQ Advisors's PLUS Position: Q1 2022 in Review

IndexIQ Advisors reduced its ePlus (PLUS) stake by 16% in Q1 2022, selling an estimated $66.1K and leaving 7,148 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #670.

IndexIQ Advisors first reported a position in PLUS in Q2 2017 and has held it in 20 quarters since. The position peaked at $2.71M in Q3 2018. 183 funds tracked by Wall St. Rank hold PLUS as of Q1 2022.

  • IndexIQ Advisors held 7,148 shares of ePlus worth $401K as of Q1 2022.
  • IndexIQ Advisors sold 1,329 ePlus shares in Q1 2022, an estimated $66.1K.
  • ePlus made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #670 holding.
  • IndexIQ Advisors first reported a position in ePlus in Q2 2017 and has held it in 20 quarters since.
  • IndexIQ Advisors's ePlus position peaked at $2.71M in Q3 2018.
  • 183 funds tracked by Wall St. Rank held ePlus as of Q1 2022.

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