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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 $5.7T AUM 30.48% 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 $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 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 $757B AUM 28.64% 1-Year Est. Return