Wagner Wealth Management (South Carolina)’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Wagner Wealth Management (South Carolina)’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
2021 Q2	–	Sell	-51,563	Closed	-$1.74M	–	697
2021 Q1	$1.74M	Sell	51,563 -1,255	-2%	-$41.6K	1.37%	14
2020 Q4	$1.71M	Buy	+52,818	New	+$1.61M	1.62%	16

Other funds holding IQSU

NYLIM

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IQSU Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q2 2021, closing a stake of 51,563 shares — an estimated $1.74M sold.

Wagner Wealth Management (South Carolina) first reported a position in IQSU in Q4 2020 and held it in 2 quarters. The position peaked at $1.74M in Q1 2021. 11 funds tracked by Wall St. Rank hold IQSU as of Q2 2021.

Wagner Wealth Management (South Carolina) reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q2 2021 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 51,563 IQ Candriam US Large Cap Equity ETF shares in Q2 2021, an estimated $1.74M.
Wagner Wealth Management (South Carolina) first reported a position in IQ Candriam US Large Cap Equity ETF in Q4 2020 and held it in 2 quarters.
Wagner Wealth Management (South Carolina)'s IQ Candriam US Large Cap Equity ETF position peaked at $1.74M in Q1 2021.
11 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.