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

LPL Financial’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
2022 Q3	–	Sell	-6,867	Closed	-$203K	–	4544
2022 Q2	$203K	Sell	6,867 -1,629	-19%	-$51.8K	﹤0.01%	3938
2022 Q1	$296K	Buy	+8,496	New	+$291K	﹤0.01%	3573
2020 Q1	–	Sell	-42,784	Closed	-$1.16M	–	3456
2019 Q4	$1.16M	Sell	42,784 -4,733	-10%	-$123K	﹤0.01%	1724
2019 Q3	$1.19M	Buy	47,517 +109	+0.2%	+$2.71K	﹤0.01%	1606
2019 Q2	$1.17M	Buy	47,408 +1,295	+3%	+$31.2K	﹤0.01%	1623
2019 Q1	$1.09M	Buy	46,113 +926	+2%	+$21.8K	﹤0.01%	1602
2018 Q4	$964K	Sell	45,187 -21,503	-32%	-$514K	﹤0.01%	1566
2018 Q3	$1.74M	Sell	66,690 -5,345	-7%	-$139K	﹤0.01%	1273
2018 Q2	$1.8M	Buy	72,035 +48,988	+213%	+$1.24M	﹤0.01%	1206
2018 Q1	$578K	Buy	+23,047	New	+$597K	﹤0.01%	2018

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's CLRG Position: Q3 2022 in Review

LPL Financial sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q3 2022, closing a stake of 6,867 shares — an estimated $203K sold.

LPL Financial first reported a position in CLRG in Q1 2018 and held it in 10 quarters. The position peaked at $1.8M in Q2 2018. 8 funds tracked by Wall St. Rank hold CLRG as of Q3 2022.

LPL Financial reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q3 2022 after selling out during the quarter.
LPL Financial sold 6,867 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q3 2022, an estimated $203K.
LPL Financial first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q1 2018 and held it in 10 quarters.
LPL Financial's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $1.8M in Q2 2018.
8 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.