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

Cetera 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
2024
Q1 		$2.35M Buy
53,077
+134
+0.3% +$5.75K 0.02% 745
2023
Q4 		$2.22M Sell
52,943
-422
-0.8% -$16.5K 0.03% 468
2023
Q3 		$1.99M Buy
+53,365
New +$2.07M 0.03% 467

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 $2.21B AUM 9.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Cetera Advisors's IQSU Position: Q1 2024 in Review

Cetera Advisors increased its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 0.25% in Q1 2024, buying an estimated $5.75K and bringing the position to 53,077 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #745.

Cetera Advisors first reported a position in IQSU in Q3 2023 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold IQSU as of Q1 2024.

  • Cetera Advisors held 53,077 shares of IQ Candriam US Large Cap Equity ETF worth $2.35M as of Q1 2024.
  • Cetera Advisors bought 134 IQ Candriam US Large Cap Equity ETF shares in Q1 2024, an estimated $5.75K.
  • IQ Candriam US Large Cap Equity ETF made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #745 holding.
  • Cetera Advisors first reported a position in IQ Candriam US Large Cap Equity ETF in Q3 2023 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.