CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

CAPTRUST Financial Advisors’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
2026
Q1 		$2.57M Sell
50,150
-221
-0.4% -$12K ﹤0.01% 1085
2025
Q4 		$2.76M Sell
50,371
-262
-0.5% -$14.2K 0.01% 930
2025
Q3 		$2.69M Sell
50,633
-22
-0% -$1.12K 0.01% 882
2025
Q2 		$2.51M Buy
50,655
+300
+0.6% +$13.9K 0.01% 879
2025
Q1 		$2.28M Buy
+50,355
New +$2.42M 0.01% 850

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CAPTRUST Financial Advisors's IQSU Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 0.44% in Q1 2026, selling an estimated $12K and leaving 50,150 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

CAPTRUST Financial Advisors first reported a position in IQSU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.76M in Q4 2025. 21 funds tracked by Wall St. Rank hold IQSU as of Q1 2026.

  • CAPTRUST Financial Advisors held 50,150 shares of IQ Candriam US Large Cap Equity ETF worth $2.57M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 221 IQ Candriam US Large Cap Equity ETF shares in Q1 2026, an estimated $12K.
  • IQ Candriam US Large Cap Equity ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1085 holding.
  • CAPTRUST Financial Advisors first reported a position in IQ Candriam US Large Cap Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • CAPTRUST Financial Advisors's IQ Candriam US Large Cap Equity ETF position peaked at $2.76M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.