Purchases and Sales Made in Q1 2023 in Indexiq Active ETF Tr Iq Ultra (ULTR)
This table provides information about the institutional ownership of Indexiq Active ETF Tr Iq Ultra (ULTR) during Q1 2023. The information is specifically focused on institutions that hold shares of INDEXIQ ACTIVE ETF TR IQ ULTRA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.9K+ 877.55% |
$2.64M - $2.68M
|
62.3K
$2.99M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
42.7K+ 41.71% |
$2.02M - $2.05M
|
145K
$6.97M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.7K+ 201.94% |
$836K - $846K
|
26.5K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
9.09KNew |
$430K - $435K
|
9.09K
$436K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.13K+ 135.87% |
$337K - $341K
|
12.4K
$594K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.06KNew |
$239K - $242K
|
5.06K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.63K+ 4.63% |
$77.1K - $78.1K
|
36.9K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.16K+ 4.15% |
$54.6K - $55.3K
|
29K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.03KNew |
$48.6K - $49.2K
|
1.03K
$49.4K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.72% |
$94.5 - $95.7
|
279
$13.4K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-174- 1.53% |
$8.22K - $8.33K
|
11.2K
$537K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.55K- 7.59% |
$73.2K - $74.1K
|
18.9K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.7K- 8.44% |
$128K - $129K
|
29.3K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.52K- 10.73% |
$166K - $168K
|
29.3K
$1.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-5.85K- 33.01% |
$277K - $280K
|
11.9K
$570K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-28.1K- 36.01% |
$1.33M - $1.34M
|
49.9K
$2.39M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-76K- 11.2% |
$3.59M - $3.64M
|
603K
$28.9M
|