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

Financial Gravity Companies’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
2025
Q2 		$210K Buy
+4,242
New +$196K 0.04% 153
2024
Q4 		$205K Buy
4,232
+3
+0.1% +$146 0.05% 141
2024
Q3 		$202K Buy
+4,229
New +$196K 0.05% 91

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Financial Gravity Companies's IQSU Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in IQ Candriam US Large Cap Equity ETF (IQSU) in Q2 2025: 4,242 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IQSU as recently as Q4 2024.

Financial Gravity Companies first reported a position in IQSU in Q3 2024 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold IQSU as of Q2 2025.

  • Financial Gravity Companies held 4,242 shares of IQ Candriam US Large Cap Equity ETF worth $210K as of Q2 2025.
  • IQ Candriam US Large Cap Equity ETF was a new Financial Gravity Companies position in Q2 2025.
  • IQ Candriam US Large Cap Equity ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2025, its #153 holding.
  • Financial Gravity Companies first reported a position in IQ Candriam US Large Cap Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.