SeaCrest Wealth Management’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-770	Closed	-$19K	–	1947
2019 Q1	$19K	Buy	770 +1	+0.1%	+$25	﹤0.01%	1318
2018 Q4	$17K	Hold	769	–	–	﹤0.01%	1309
2018 Q3	$22K	Buy	+769	New	+$22.3K	﹤0.01%	1346

Other funds holding CSML

NYLIM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SeaCrest Wealth Management's CSML Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q2 2019, closing a stake of 770 shares — an estimated $19K sold.

SeaCrest Wealth Management first reported a position in CSML in Q3 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 33 funds tracked by Wall St. Rank hold CSML as of Q2 2019.

SeaCrest Wealth Management reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 770 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q2 2019, an estimated $19K.
SeaCrest Wealth Management first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q3 2018 and held it in 3 quarters.
SeaCrest Wealth Management's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $22K in Q3 2018.
33 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.