Ladenburg Thalmann Financial Services’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	–	Sell	-1,029	Closed	-$26K	–	5558
2019 Q3	$26K	Buy	1,029 +7	+0.7%	+$174	﹤0.01%	3884
2019 Q2	$25K	Buy	1,022 +5	+0.5%	+$120	﹤0.01%	3927
2019 Q1	$24K	Buy	1,017 +11	+1%	+$258	﹤0.01%	3893
2018 Q4	$21K	Hold	1,006	–	–	﹤0.01%	3854
2018 Q3	$26K	Buy	+1,006	New	+$26.1K	﹤0.01%	3753

Other funds holding CLRG

NYLIM

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

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's CLRG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q4 2019, closing a stake of 1,029 shares — an estimated $26K sold.

Ladenburg Thalmann Financial Services first reported a position in CLRG in Q3 2018 and held it in 5 quarters. The position peaked at $26K in Q3 2019. 14 funds tracked by Wall St. Rank hold CLRG as of Q4 2019.

Ladenburg Thalmann Financial Services reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q4 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 1,029 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q4 2019, an estimated $26K.
Ladenburg Thalmann Financial Services first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q3 2018 and held it in 5 quarters.
Ladenburg Thalmann Financial Services's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $26K in Q3 2019.
14 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.