JOYN Advisors’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

JOYN Advisors’s Portfolio CLRG Stock Details CLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-280	Closed	-$7K	–	1924
2018 Q2	$7K	Buy	+280	New	+$7.11K	﹤0.01%	1045

Other funds holding CLRG

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JOYN Advisors's CLRG Position: Q3 2018 in Review

JOYN Advisors sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q3 2018, closing a stake of 280 shares — an estimated $7K sold.

JOYN Advisors first reported a position in CLRG in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 17 funds tracked by Wall St. Rank hold CLRG as of Q3 2018.

JOYN Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q3 2018 after selling out during the quarter.
JOYN Advisors sold 280 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q3 2018, an estimated $7K.
JOYN Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q2 2018 and held it in 1 quarter.
JOYN Advisors's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $7K in Q2 2018.
17 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.