Strategic Family Wealth Counselors’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Strategic Family Wealth Counselors’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 Q4	–	Sell	-10,294	Closed	-$259K	–	71
2019 Q3	$259K	Buy	10,294 +1	+0%	+$25	0.2%	56
2019 Q2	$256K	Buy	10,293 +818	+9%	+$20.3K	0.2%	55
2019 Q1	$235K	Buy	9,475 +432	+5%	+$10.9K	0.19%	55
2018 Q4	$202K	Buy	+9,043	New	+$226K	0.23%	58

Other funds holding CSML

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

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

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

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

Strategic Family Wealth Counselors's CSML Position: Q4 2019 in Review

Strategic Family Wealth Counselors sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q4 2019, closing a stake of 10,294 shares — an estimated $259K sold.

Strategic Family Wealth Counselors first reported a position in CSML in Q4 2018 and held it in 4 quarters. The position peaked at $259K in Q3 2019. 30 funds tracked by Wall St. Rank hold CSML as of Q4 2019.

Strategic Family Wealth Counselors reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q4 2019 after selling out during the quarter.
Strategic Family Wealth Counselors sold 10,294 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q4 2019, an estimated $259K.
Strategic Family Wealth Counselors first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2018 and held it in 4 quarters.
Strategic Family Wealth Counselors's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $259K in Q3 2019.
30 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q4 2019.

Based on Strategic Family Wealth Counselors's 13F filing for Q4 2019, filed 17 Jan 2020.