Cetera Investment Advisers
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Cetera Investment Advisers’s NYLIM Candriam U.S. Mid Cap Equity ETF IQSM Stock Holding History

Cetera Investment Advisers’s Portfolio IQSM Stock Details IQSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.07M Buy
51,994
+1,229
+2% +$46.2K ﹤0.01% 2360
2026
Q1 		$1.76M Sell
50,765
-27,658
-35% -$992K ﹤0.01% 2404
2025
Q4 		$2.72M Sell
78,423
-2,842
-3% -$97.3K ﹤0.01% 1950
2025
Q3 		$2.76M Buy
+81,265
New +$2.72M ﹤0.01% 1898

Other funds holding IQSM

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers's IQSM Position: Q2 2026 in Review

Cetera Investment Advisers increased its NYLIM Candriam U.S. Mid Cap Equity ETF (IQSM) stake by 2.4% in Q2 2026, buying an estimated $46.2K and bringing the position to 51,994 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Cetera Investment Advisers first reported a position in IQSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.76M in Q3 2025. 7 funds tracked by Wall St. Rank hold IQSM as of Q2 2026.

  • Cetera Investment Advisers held 51,994 shares of NYLIM Candriam U.S. Mid Cap Equity ETF worth $2.07M as of Q2 2026.
  • Cetera Investment Advisers bought 1,229 NYLIM Candriam U.S. Mid Cap Equity ETF shares in Q2 2026, an estimated $46.2K.
  • NYLIM Candriam U.S. Mid Cap Equity ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2360 holding.
  • Cetera Investment Advisers first reported a position in NYLIM Candriam U.S. Mid Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's NYLIM Candriam U.S. Mid Cap Equity ETF position peaked at $2.76M in Q3 2025.
  • 7 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Mid Cap Equity ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.