Raymond James & Associates’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Raymond James & Associates’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 Q1	–	Sell	-27,494	Closed	-$743K	–	3771
2019 Q4	$743K	Buy	27,494 +3,321	+14%	+$86K	﹤0.01%	2459
2019 Q3	$604K	Buy	24,173 +2,328	+11%	+$57.8K	﹤0.01%	2524
2019 Q2	$537K	Buy	21,845 +1,793	+9%	+$43.2K	﹤0.01%	2609
2019 Q1	$474K	Buy	20,052 +4,663	+30%	+$110K	﹤0.01%	2691
2018 Q4	$328K	Buy	15,389 +7,024	+84%	+$168K	﹤0.01%	2813
2018 Q3	$218K	Buy	+8,365	New	+$217K	﹤0.01%	3249

Other funds holding CLRG

NYLIM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SPIA

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

Raymond James & Associates's CLRG Position: Q1 2020 in Review

Raymond James & Associates sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q1 2020, closing a stake of 27,494 shares — an estimated $743K sold.

Raymond James & Associates first reported a position in CLRG in Q3 2018 and held it in 6 quarters. The position peaked at $743K in Q4 2019. 11 funds tracked by Wall St. Rank hold CLRG as of Q1 2020.

Raymond James & Associates reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q1 2020 after selling out during the quarter.
Raymond James & Associates sold 27,494 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q1 2020, an estimated $743K.
Raymond James & Associates first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q3 2018 and held it in 6 quarters.
Raymond James & Associates's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $743K in Q4 2019.
11 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q1 2020.

Based on Raymond James & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.