Private Advisor Group
CSML icon

Private Advisor Group’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Private Advisor Group’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,058
Closed -$66K – 3604
2020
Q2 		$66K Buy
+3,058
New +$60.6K ﹤0.01% 1943
2020
Q1 		– Sell
-13,296
Closed -$364K – 1661
2019
Q4 		$364K Sell
13,296
-2,056
-13% -$54.2K 0.01% 1176
2019
Q3 		$386K Sell
15,352
-879
-5% -$21.7K 0.01% 1180
2019
Q2 		$404K Sell
16,231
-2,346
-13% -$58.2K 0.01% 1138
2019
Q1 		$461K Buy
18,577
+6
+0% +$151 0.01% 1005
2018
Q4 		$414K Sell
18,571
-16,080
-46% -$402K 0.01% 908
2018
Q3 		$979K Buy
34,651
+18,470
+114% +$536K 0.02% 697
2018
Q2 		$466K Buy
16,181
+6,175
+62% +$175K 0.01% 781
2018
Q1 		$273K Sell
10,006
-4,796
-32% -$135K 0.01% 930
2017
Q4 		$425K Buy
14,802
+2,271
+18% +$62.9K 0.02% 740
2017
Q3 		$342K Buy
12,531
+3,955
+46% +$100K 0.01% 1075
2017
Q2 		$219K Buy
+8,576
New +$216K 0.01% 1222

Other funds holding CSML

New York Life Investment Management
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Private Advisor Group's CSML Position: Q3 2020 in Review

Private Advisor Group sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q3 2020, closing a stake of 3,058 shares — an estimated $66K sold.

Private Advisor Group first reported a position in CSML in Q2 2017 and held it in 12 quarters. The position peaked at $979K in Q3 2018. 23 funds tracked by Wall St. Rank hold CSML as of Q3 2020.

  • Private Advisor Group reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 3,058 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q3 2020, an estimated $66K.
  • Private Advisor Group first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q2 2017 and held it in 12 quarters.
  • Private Advisor Group's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $979K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.