Vault-13

NEW YORK LIFE INVTS ACTIVE E IWFG

IQ WINSLOW FOCUS · ETP · CUSIP 45409F751

5 institutional holders +2 vs Q1 2026
1,719,3571.7m shares reported held*
$93.2mreported value*
3 new 1 added 0 reduced 1 sold out net bought ≈ $46.6m (+859.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $54.23.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 3Q4 22: 2Q1 23: 2Q2 23: 3Q3 23: 3Q4 23: 3Q1 24: 4Q2 24: 5Q3 24: 4Q4 24: 4Q1 25: 5Q2 25: 4Q3 25: 5Q4 25: 3Q1 26: 3Q2 26: 55Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20223
Q4 20222
Q1 20232
Q2 20233
Q3 20233
Q4 20233
Q1 20244
Q2 20245
Q3 20244
Q4 20244
Q1 20255
Q2 20254
Q3 20255
Q4 20253
Q1 20263
Q2 20265

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 1 bought or addedQ3 24: 2 cut or sold outQ4 24: 0 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 2 cut or sold outQ4 25: 1 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 1 cut or sold outQ2 26: 4 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412
Q4 202402
Q1 202511
Q2 202511
Q3 202532
Q4 202512
Q1 202611
Q2 202641

Biggest buyers

New York Life Investment Management LLC Added +859,507+859.5k
ASSETMARK, INC New +318+318
WELLS FARGO & COMPANY/MN New +23+23
JPMORGAN CHASE & CO New +1+1

Biggest sellers

UBS Group AG Sold out -43-43

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 New York Life Investment Management LLC 0.65% of their portfolio New York, NY 1,719,0141.7m $93.2m $93.2m 0.65% Added +859.5k +859,507
2 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 318318 $17.2k $17.2k 0.00% New
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 2323 $1.2k $1.2k 0.00% New
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 11 $53 $53 0.00% New
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11 $54 $54 0.00% Unchanged