Purchases and Sales Made in Q2 2025 in Indexiq Iq 50 Percent Hedged F (HFXI)
This table provides information about the institutional ownership of Indexiq Iq 50 Percent Hedged F (HFXI) during Q2 2025. The information is specifically focused on institutions that hold shares of INDEXIQ IQ 50 PERCENT HEDGED F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
199KNew |
$4.88M - $5.9M
|
199K
$5.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111K+ 30.09% |
$2.73M - $3.31M
|
481K
$14.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
60.1K+ 36.27% |
$1.48M - $1.79M
|
226K
$6.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19.3KNew |
$473K - $573K
|
19.3K
$580K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.14KNew |
$200K - $242K
|
8.14K
$245K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.07K+ 3.28% |
$174K - $210K
|
222K
$6.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
1.5KNew |
$36.9K - $44.6K
|
1.5K
$45.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.04K+ 0.32% |
$25.7K - $31K
|
332K
$9.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
181+ 2.12% |
$4.45K - $5.38K
|
8.72K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.82% |
$1.82K - $2.2K
|
9.05K
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
58New |
$1.43K - $1.72K
|
58
$1.74K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
38+ 0.32% |
$934 - $1.13K
|
11.8K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-151- 1.28% |
$3.71K - $4.49K
|
11.6K
$349K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-755- 3.79% |
$18.6K - $22.4K
|
19.2K
$577K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-4.08K- 10.33% |
$100K - $121K
|
35.4K
$1.06M
|