Paul R. Ried Financial Group’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

Paul R. Ried Financial 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
2026 Q2	$977K	Sell	15,607 -3,286	-17%	-$193K	0.43%	22
2026 Q1	$967K	Buy	18,893 +3,246	+21%	+$176K	0.45%	21
2025 Q4	$857K	Buy	15,647 +1,107	+8%	+$59.8K	0.4%	23
2025 Q3	$773K	Buy	14,540 +123	+0.9%	+$6.27K	0.39%	24
2025 Q2	$715K	Buy	14,417 +24	+0.2%	+$1.11K	0.43%	22
2025 Q1	$653K	Buy	14,393 +1,331	+10%	+$63.9K	0.45%	21
2024 Q4	$632K	Buy	+13,062	New	+$638K	0.44%	21

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

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

PHAM

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

Paul R. Ried Financial Group's IQSU Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) stake by 17% in Q2 2026, selling an estimated $193K and leaving 15,607 shares worth $977K. The position accounts for 0.43% of the portfolio, ranked #22.

Paul R. Ried Financial Group first reported a position in IQSU in Q4 2024 and has held it in 7 quarters since. 22 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

Paul R. Ried Financial Group held 15,607 shares of NYLIM Candriam U.S. Large Cap Equity ETF worth $977K as of Q2 2026.
Paul R. Ried Financial Group sold 3,286 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q2 2026, an estimated $193K.
NYLIM Candriam U.S. Large Cap Equity ETF made up 0.43% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #22 holding.
Paul R. Ried Financial Group first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
22 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.