IA
VPU

IndexIQ Advisors’s Vanguard Utilities ETF VPU Stock Holding History

IndexIQ Advisors’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5
Closed -$1K – 1091
2020
Q1 		$1K Buy
+5
New +$703 ﹤0.01% 995
2019
Q4 		– Sell
-1,056
Closed -$152K – 824
2019
Q3 		$152K Sell
1,056
-2,059
-66% -$283K 0.01% 532
2019
Q2 		$414K Sell
3,115
-263
-8% -$34.4K 0.01% 490
2019
Q1 		$438K Buy
3,378
+1,003
+42% +$124K 0.01% 498
2018
Q4 		$280K Sell
2,375
-2,707
-53% -$328K 0.01% 512
2018
Q3 		$599K Buy
5,082
+1,321
+35% +$157K 0.02% 478
2018
Q2 		$436K Buy
+3,761
New +$422K 0.01% 496
2017
Q3 		– Sell
-509
Closed -$58K – 555
2017
Q2 		$58K Buy
+509
New +$58.7K ﹤0.01% 508

Other funds holding VPU

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return