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AE Wealth Management’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

AE Wealth Management’s Portfolio IQSU Stock Details IQSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,144
Closed -$214K – 1744
2021
Q4 		$214K Buy
+5,144
New +$206K ﹤0.01% 1581

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PHAM
Palisades Hudson Asset Management Fort Lauderdale, Florida $257M AUM 21.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AE Wealth Management's IQSU Position: Q1 2022 in Review

AE Wealth Management sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q1 2022, closing a stake of 5,144 shares — an estimated $214K sold.

AE Wealth Management first reported a position in IQSU in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 12 funds tracked by Wall St. Rank hold IQSU as of Q1 2022.

  • AE Wealth Management reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q1 2022 after selling out during the quarter.
  • AE Wealth Management sold 5,144 IQ Candriam US Large Cap Equity ETF shares in Q1 2022, an estimated $214K.
  • AE Wealth Management first reported a position in IQ Candriam US Large Cap Equity ETF in Q4 2021 and held it in 1 quarter.
  • AE Wealth Management's IQ Candriam US Large Cap Equity ETF position peaked at $214K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.