Financial Advocates Investment Management’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-32,380	Closed	-$1.05M	–	788
2022 Q2	$1.05M	Sell	32,380 -20,737	-39%	-$729K	0.08%	260
2022 Q1	$2.08M	Buy	53,117 +14,575	+38%	+$561K	0.14%	183
2021 Q4	$1.6M	Buy	38,542 +18,270	+90%	+$731K	0.1%	236
2021 Q3	$753K	Buy	20,272 +1,117	+6%	+$42.7K	0.05%	382
2021 Q2	$705K	Buy	19,155 +707	+4%	+$25.2K	0.05%	392
2021 Q1	$624K	Buy	+18,448	New	+$612K	0.04%	427

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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PHAM

Palisades Hudson Asset Management Fort Lauderdale, Florida $286M AUM 27.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Advocates Investment Management's IQSU Position: Q3 2022 in Review

Financial Advocates Investment Management sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q3 2022, closing a stake of 32,380 shares — an estimated $1.05M sold.

Financial Advocates Investment Management first reported a position in IQSU in Q1 2021 and held it in 6 quarters. The position peaked at $2.08M in Q1 2022. 16 funds tracked by Wall St. Rank hold IQSU as of Q3 2022.

Financial Advocates Investment Management reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q3 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 32,380 IQ Candriam US Large Cap Equity ETF shares in Q3 2022, an estimated $1.05M.
Financial Advocates Investment Management first reported a position in IQ Candriam US Large Cap Equity ETF in Q1 2021 and held it in 6 quarters.
Financial Advocates Investment Management's IQ Candriam US Large Cap Equity ETF position peaked at $2.08M in Q1 2022.
16 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q3 2022.

Based on Financial Advocates Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.