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 $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

IndexIQ Advisors's VPU Position: Q2 2020 in Review

IndexIQ Advisors sold out of Vanguard Utilities ETF (VPU) in Q2 2020, closing a stake of 5 shares — an estimated $1K sold.

IndexIQ Advisors first reported a position in VPU in Q2 2017 and held it in 8 quarters. The position peaked at $599K in Q3 2018. 319 funds tracked by Wall St. Rank hold VPU as of Q2 2020.

IndexIQ Advisors reported no remaining Vanguard Utilities ETF position as of Q2 2020 after selling out during the quarter.
IndexIQ Advisors sold 5 Vanguard Utilities ETF shares in Q2 2020, an estimated $1K.
IndexIQ Advisors first reported a position in Vanguard Utilities ETF in Q2 2017 and held it in 8 quarters.
IndexIQ Advisors's Vanguard Utilities ETF position peaked at $599K in Q3 2018.
319 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q2 2020.

Based on IndexIQ Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.