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

Cetera Investment Advisers’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
Q3 		– Sell
-54,347
Closed -$2.47M – 3838
2024
Q2 		$2.47M Buy
54,347
+109
+0.2% +$4.81K 0.01% 1413
2024
Q1 		$2.41M Buy
+54,238
New +$2.33M 0.01% 1423

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Investment Advisers's IQSU Position: Q3 2024 in Review

Cetera Investment Advisers sold out of NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) in Q3 2024, closing a stake of 54,347 shares — an estimated $2.47M sold.

Cetera Investment Advisers first reported a position in IQSU in Q1 2024 and held it in 2 quarters. The position peaked at $2.47M in Q2 2024. 27 funds tracked by Wall St. Rank hold IQSU as of Q3 2024.

  • Cetera Investment Advisers reported no remaining NYLIM Candriam U.S. Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 54,347 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q3 2024, an estimated $2.47M.
  • Cetera Investment Advisers first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q1 2024 and held it in 2 quarters.
  • Cetera Investment Advisers's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $2.47M in Q2 2024.
  • 27 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q3 2024.

Based on Cetera Investment Advisers's 13F filing for Q3 2024, filed 13 Nov 2024.