Smallwood Wealth Investment Management, LLC Indexiq ETF Tr Chaikin Us Smal Transaction History

Smallwood Wealth Investment Management, LLC

$185 Million
Q3 2025

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$34.38 - $37.3 $25,441 - $27,601	740 Added 0.81%	92,470 $3.45 Million
Q4 2023 Jan 23, 2024	BUY	$28.99 - $36.68 $116,713 - $147,673	4,026 Added 4.59%	91,730 $3.31 Million
Q3 2023 Oct 31, 2023	BUY	$30.8 - $34.2 $62,647 - $69,562	2,034 Added 2.37%	87,704 $2.73 Million
Q2 2023 Jul 17, 2023	SELL	$29.63 - $33.06 $84,149 - $93,890	-2,840 Reduced 3.21%	85,670 $2.78 Million
Q1 2023 Apr 25, 2023	BUY	$30.62 - $35.58 $826 - $960	27 Added 0.03%	88,510 $2.81 Million
Q4 2022 Feb 14, 2023	BUY	$29.54 - $33.97 $147,818 - $169,985	5,004 Added 5.99%	88,483 $2.82 Million
Q3 2022 Nov 14, 2022	BUY	$28.77 - $34.79 $118,791 - $143,647	4,129 Added 5.2%	83,479 $2.41 Million
Q2 2022 Aug 08, 2022	BUY	$29.2 - $35.2 $39,011 - $47,027	1,336 Added 1.71%	79,350 $2.39 Million
Q1 2022 Apr 21, 2022	BUY	$33.35 - $37.49 $10,872 - $12,221	326 Added 0.42%	78,014 $2.74 Million
Q4 2021 Apr 05, 2022	BUY	$34.86 - $38.36 $2.71 Million - $2.98 Million	77,688 New	77,688 $2.86 Million

Others Institutions Holding CSML

# of Institutions

Shares Held

285

Call Options Held

Put Options Held

American Portfolios Advisors Holbrook, NY

285
Shares

$9,960
0.0% of portfolio

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About INDEXIQ ETF TR CHAIKIN US SMAL

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