Financial Gravity Companies’s NYLIM Candriam U.S. 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
2026 Q2	$274K	Buy	+4,374	New	+$257K	0.04%	143
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 $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Financial Gravity Companies's IQSU Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) in Q2 2026: 4,374 shares worth $274K. The stake represents 0.04% of the portfolio and ranks #143 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IQSU as recently as Q2 2025.

Financial Gravity Companies first reported a position in IQSU in Q3 2024 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

Financial Gravity Companies held 4,374 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $274K as of Q2 2026.
NYLIM Candriam U.S. Large Cap Equity ETF was a new Financial Gravity Companies position in Q2 2026.
NYLIM Candriam U.S. Large Cap Equity ETF made up 0.04% of Financial Gravity Companies's portfolio in Q2 2026, its #143 holding.
Financial Gravity Companies first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q3 2024 and has held it in 4 quarters since.
22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.