Valeo Financial Advisors, LLC Indexiq Iq 50 Percent Hedged F Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 28, 2020	SELL	$19.28 - $20.52 $8,926 - $9,500	-463 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$16.16 - $20.31 $7,482 - $9,403	463 New	463 $9,000

Others Institutions Holding HFXI

# of Institutions

66

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

New York Life Investment Management LLC New York, NY

4.14M
Shares

$112 Million
1.18% of portfolio
Morgan Stanley New York, NY

2.5M
Shares

$67.6 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.69M
Shares

$45.6 Million
0.01% of portfolio
Ubs Group Ag

1.55M
Shares

$41.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.15M
Shares

$31.2 Million
0.0% of portfolio

About INDEXIQ IQ 50 PERCENT HEDGED F

Ticker HFXI
Sector ETFs
Industry ETFs

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