RJFSA
CLRG

Raymond James Financial Services Advisors’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Raymond James Financial Services Advisors’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
Q1 		– Sell
-6,574
Closed -$238K – 3505
2021
Q4 		$238K Sell
6,574
-314
-5% -$11K ﹤0.01% 2867
2021
Q3 		$230K Hold
6,888
– – ﹤0.01% 2879
2021
Q2 		$230K Sell
6,888
-18,247
-73% -$592K ﹤0.01% 2913
2021
Q1 		$780K Sell
25,135
-35,562
-59% -$1.08M ﹤0.01% 2016
2020
Q4 		$1.76M Sell
60,697
-1,674
-3% -$44.8K ﹤0.01% 1367
2020
Q3 		$1.56M Sell
62,371
-436
-0.7% -$10.7K ﹤0.01% 1289
2020
Q2 		$1.45M Buy
62,807
+12,296
+24% +$269K ﹤0.01% 1268
2020
Q1 		$973K Sell
50,511
-4,829
-9% -$119K ﹤0.01% 1216
2019
Q4 		$1.5M Buy
55,340
+4,181
+8% +$108K ﹤0.01% 1325
2019
Q3 		$1.28M Sell
51,159
-1,122
-2% -$27.8K ﹤0.01% 1341
2019
Q2 		$1.29M Sell
52,281
-60,555
-54% -$1.46M ﹤0.01% 1357
2019
Q1 		$2.67M Sell
112,836
-74,671
-40% -$1.75M 0.01% 928
2018
Q4 		$4M Buy
187,507
+10,756
+6% +$257K 0.02% 610
2018
Q3 		$4.61M Buy
176,751
+93,462
+112% +$2.42M 0.02% 686
2018
Q2 		$2.08M Buy
83,289
+53,186
+177% +$1.35M 0.01% 1001
2018
Q1 		$755K Buy
+30,103
New +$780K ﹤0.01% 1483

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's CLRG Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q1 2022, closing a stake of 6,574 shares — an estimated $238K sold.

Raymond James Financial Services Advisors first reported a position in CLRG in Q1 2018 and held it in 16 quarters. The position peaked at $4.61M in Q3 2018. 11 funds tracked by Wall St. Rank hold CLRG as of Q1 2022.

  • Raymond James Financial Services Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 6,574 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q1 2022, an estimated $238K.
  • Raymond James Financial Services Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q1 2018 and held it in 16 quarters.
  • Raymond James Financial Services Advisors's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $4.61M in Q3 2018.
  • 11 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.