Rossby Financial’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Rossby Financial’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 Q1	$168K	Buy	+3,243	New	+$176K	0.03%	414

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PRRFG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.42B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Rossby Financial's IQSU Position: Q1 2026 in Review

Rossby Financial opened a new position in IQ Candriam US Large Cap Equity ETF (IQSU) in Q1 2026: 3,243 shares worth $168K. The stake represents 0.03% of the portfolio and ranks #414 among its holdings.

21 funds tracked by Wall St. Rank hold IQSU as of Q1 2026.

Rossby Financial held 3,243 shares of IQ Candriam US Large Cap Equity ETF worth $168K as of Q1 2026.
IQ Candriam US Large Cap Equity ETF was a new Rossby Financial position in Q1 2026.
IQ Candriam US Large Cap Equity ETF made up 0.03% of Rossby Financial's portfolio in Q1 2026, its #414 holding.
21 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.