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

Stratos Wealth Partners’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
2018 Q4	–	Sell	-1,150	Closed	-$32K	–	2630
2018 Q3	$32K	Buy	+1,150	New	+$33.4K	﹤0.01%	1662
2018 Q2	–	Sell	-1,965	Closed	-$54K	–	2715
2018 Q1	$54K	Buy	+1,965	New	+$55.5K	﹤0.01%	1539

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Stratos Wealth Partners's CSML Position: Q4 2018 in Review

Stratos Wealth Partners sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q4 2018, closing a stake of 1,150 shares — an estimated $32K sold.

Stratos Wealth Partners first reported a position in CSML in Q1 2018 and held it in 2 quarters. The position peaked at $54K in Q1 2018. 40 funds tracked by Wall St. Rank hold CSML as of Q4 2018.

Stratos Wealth Partners reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,150 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q4 2018, an estimated $32K.
Stratos Wealth Partners first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $54K in Q1 2018.
40 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.