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Great Valley Advisor Group’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Great Valley Advisor Group’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
Q3 		– Sell
-5,729
Closed -$284K – 940
2025
Q2 		$284K Sell
5,729
-2,427
-30% -$112K 0.01% 759
2025
Q1 		$370K Sell
8,156
-3,805
-32% -$183K 0.01% 664
2024
Q4 		$579K Buy
11,961
+794
+7% +$38.8K 0.01% 548
2024
Q3 		$535K Buy
11,167
+13
+0.1% +$601 0.01% 550
2024
Q2 		$507K Sell
11,154
-83
-0.7% -$3.66K 0.01% 527
2024
Q1 		$498K Buy
11,237
+1,610
+17% +$69.1K 0.02% 493
2023
Q4 		$404K Buy
9,627
+231
+2% +$9.05K 0.01% 509
2023
Q3 		$351K Sell
9,396
-6
-0.1% -$233 0.01% 513
2023
Q2 		$365K Sell
9,402
-307
-3% -$11.1K 0.02% 515
2023
Q1 		$343K Buy
9,709
+2,019
+26% +$68.5K 0.02% 508
2022
Q4 		$246K Buy
7,690
+263
+4% +$8.56K 0.01% 605
2022
Q3 		$228K Buy
+7,427
New +$255K 0.01% 601

Other funds holding IQSU

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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 $1.78B AUM 27.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Great Valley Advisor Group's IQSU Position: Q3 2025 in Review

Great Valley Advisor Group sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q3 2025, closing a stake of 5,729 shares — an estimated $284K sold.

Great Valley Advisor Group first reported a position in IQSU in Q3 2022 and held it in 12 quarters. The position peaked at $579K in Q4 2024. 23 funds tracked by Wall St. Rank hold IQSU as of Q3 2025.

  • Great Valley Advisor Group reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 5,729 IQ Candriam US Large Cap Equity ETF shares in Q3 2025, an estimated $284K.
  • Great Valley Advisor Group first reported a position in IQ Candriam US Large Cap Equity ETF in Q3 2022 and held it in 12 quarters.
  • Great Valley Advisor Group's IQ Candriam US Large Cap Equity ETF position peaked at $579K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q3 2025.

Based on Great Valley Advisor Group's 13F filing for Q3 2025, filed 14 Nov 2025.