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Raymond James Financial Services Advisors’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$449K Buy
9,381
+730
+8% +$33.7K ﹤0.01% 2702
2024
Q2 		$393K Buy
8,651
+1,464
+20% +$64.6K ﹤0.01% 2705
2024
Q1 		$319K Buy
7,187
+1,075
+18% +$46.1K ﹤0.01% 2800
2023
Q4 		$257K Hold
6,112
– – ﹤0.01% 2841
2023
Q3 		$228K Sell
6,112
-2,500
-29% -$97.2K ﹤0.01% 2845
2023
Q2 		$334K Sell
8,612
-88
-1% -$3.19K ﹤0.01% 2593
2023
Q1 		$307K Sell
8,700
-522
-6% -$17.7K ﹤0.01% 2632
2022
Q4 		$295K Sell
9,222
-248
-3% -$8.07K ﹤0.01% 2595
2022
Q3 		$291K Sell
9,470
-598
-6% -$20.6K ﹤0.01% 2590
2022
Q2 		$325K Buy
10,068
+602
+6% +$21.2K ﹤0.01% 2535
2022
Q1 		$370K Buy
9,466
+1,001
+12% +$38.5K ﹤0.01% 2561
2021
Q4 		$352K Buy
8,465
+852
+11% +$34.1K ﹤0.01% 2603
2021
Q3 		$283K Sell
7,613
-301
-4% -$11.5K ﹤0.01% 2732
2021
Q2 		$291K Buy
+7,914
New +$282K ﹤0.01% 2745

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 $2.2B AUM 1.53% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial Services Advisors's IQSU Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its IQ Candriam US Large Cap Equity ETF (IQSU) stake by 8.4% in Q3 2024, buying an estimated $33.7K and bringing the position to 9,381 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #2702.

Raymond James Financial Services Advisors first reported a position in IQSU in Q2 2021 and has held it in 14 quarters since. 27 funds tracked by Wall St. Rank hold IQSU as of Q3 2024.

  • Raymond James Financial Services Advisors held 9,381 shares of IQ Candriam US Large Cap Equity ETF worth $449K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 730 IQ Candriam US Large Cap Equity ETF shares in Q3 2024, an estimated $33.7K.
  • IQ Candriam US Large Cap Equity ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2702 holding.
  • Raymond James Financial Services Advisors first reported a position in IQ Candriam US Large Cap Equity ETF in Q2 2021 and has held it in 14 quarters since.
  • 27 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.