Ranch Capital Advisors’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Ranch Capital Advisors’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
2021 Q4	–	Sell	-600	Closed	-$21K	–	631
2021 Q3	$21K	Buy	+600	New	+$21K	0.01%	375
2021 Q2	–	Sell	-600	Closed	-$21.3K	–	484
2021 Q1	$20K	Hold	600	–	–	0.01%	472
2020 Q4	$17K	Hold	600	–	–	0.01%	508
2020 Q3	$13K	Hold	600	–	–	0.01%	575
2020 Q2	$14K	Hold	600	–	–	0.01%	574
2020 Q1	$10K	Hold	600	–	–	0.01%	594
2019 Q4	$16K	Buy	+600	New	+$15.8K	0.01%	545

Other funds holding CSML

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ranch Capital Advisors's CSML Position: Q4 2021 in Review

Ranch Capital Advisors sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q4 2021, closing a stake of 600 shares — an estimated $21K sold.

Ranch Capital Advisors first reported a position in CSML in Q4 2019 and held it in 7 quarters. The position peaked at $21K in Q3 2021. 26 funds tracked by Wall St. Rank hold CSML as of Q4 2021.

Ranch Capital Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 600 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q4 2021, an estimated $21K.
Ranch Capital Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $21K in Q3 2021.
26 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.