Nachman Norwood & Parrott’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Nachman Norwood & Parrott’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
2020 Q4	–	Sell	-1,047	Closed	-$26K	–	1116
2020 Q3	$26K	Buy	+1,047	New	+$25.6K	﹤0.01%	577

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

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

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

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

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 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

Nachman Norwood & Parrott's CLRG Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q4 2020, closing a stake of 1,047 shares — an estimated $26K sold.

Nachman Norwood & Parrott first reported a position in CLRG in Q3 2020 and held it in 1 quarter. The position peaked at $26K in Q3 2020. 10 funds tracked by Wall St. Rank hold CLRG as of Q4 2020.

Nachman Norwood & Parrott reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q4 2020 after selling out during the quarter.
Nachman Norwood & Parrott sold 1,047 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q4 2020, an estimated $26K.
Nachman Norwood & Parrott first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q3 2020 and held it in 1 quarter.
Nachman Norwood & Parrott's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $26K in Q3 2020.
10 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.