Paul R. Ried Financial Group’s IQ Candriam US 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

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

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

Paul R. Ried Financial Group reduced its IQ Candriam US 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. 2 funds tracked by Wall St. Rank hold IQSU as of Q2 2026.

Paul R. Ried Financial Group held 15,607 shares of IQ Candriam US Large Cap Equity ETF worth $977K as of Q2 2026.
Paul R. Ried Financial Group sold 3,286 IQ Candriam US Large Cap Equity ETF shares in Q2 2026, an estimated $193K.
IQ Candriam US 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 IQ Candriam US Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
2 funds tracked by Wall St. Rank held IQ Candriam US 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.