Financial Gravity Asset Management’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Financial Gravity Asset 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
2026 Q1	$229K	Sell	4,464 -3	-0.1%	-$162	0.04%	150
2025 Q4	$245K	Sell	4,467 -36	-0.8%	-$1.95K	0.05%	114
2025 Q3	$240K	Buy	+4,503	New	+$229K	0.05%	132
2025 Q1	$192K	Buy	+4,234	New	+$203K	0.04%	153
2024 Q2	$398K	Sell	8,751 -8,850	-50%	-$390K	0.1%	88
2024 Q1	$759K	Buy	17,601 +8,305	+89%	+$356K	0.1%	88
2023 Q4	$390K	Buy	+9,296	New	+$364K	﹤0.01%	461

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Gravity Asset Management's IQSU Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 0.07% in Q1 2026, selling an estimated $162 and leaving 4,464 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #150.

Financial Gravity Asset Management first reported a position in IQSU in Q4 2023 and has held it in 7 quarters since. The position peaked at $759K in Q1 2024. 21 funds tracked by Wall St. Rank hold IQSU as of Q1 2026.

Financial Gravity Asset Management held 4,464 shares of IQ Candriam US Large Cap Equity ETF worth $229K as of Q1 2026.
Financial Gravity Asset Management sold 3 IQ Candriam US Large Cap Equity ETF shares in Q1 2026, an estimated $162.
IQ Candriam US Large Cap Equity ETF made up 0.04% of Financial Gravity Asset Management's portfolio in Q1 2026, its #150 holding.
Financial Gravity Asset Management first reported a position in IQ Candriam US Large Cap Equity ETF in Q4 2023 and has held it in 7 quarters since.
Financial Gravity Asset Management's IQ Candriam US Large Cap Equity ETF position peaked at $759K in Q1 2024.
21 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.