WCG Wealth Advisors’s NYLIM Candriam U.S. Large Cap Equity ETF IQSU Stock Holding History

WCG Wealth 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	–	Sell	-12,573	Closed	-$572K	–	310
2024 Q2	$572K	Sell	12,573 -466	-4%	-$20.6K	0.04%	231
2024 Q1	$578K	Sell	13,039 -7	-0.1%	-$300	0.05%	210
2023 Q4	$548K	Buy	13,046 +43	+0.3%	+$1.69K	0.04%	242
2023 Q3	$486K	Buy	+13,003	New	+$505K	0.04%	241

Other funds holding IQSU

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 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 Charlotte, North Carolina $1.55T AUM 33.47% 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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WCG Wealth Advisors's IQSU Position: Q3 2024 in Review

WCG Wealth Advisors sold out of NYLIM Candriam U.S. Large Cap Equity ETF (IQSU) in Q3 2024, closing a stake of 12,573 shares — an estimated $572K sold.

WCG Wealth Advisors first reported a position in IQSU in Q3 2023 and held it in 4 quarters. The position peaked at $578K in Q1 2024. 27 funds tracked by Wall St. Rank hold IQSU as of Q3 2024.

WCG Wealth Advisors reported no remaining NYLIM Candriam U.S. Large Cap Equity ETF position as of Q3 2024 after selling out during the quarter.
WCG Wealth Advisors sold 12,573 NYLIM Candriam U.S. Large Cap Equity ETF shares in Q3 2024, an estimated $572K.
WCG Wealth Advisors first reported a position in NYLIM Candriam U.S. Large Cap Equity ETF in Q3 2023 and held it in 4 quarters.
WCG Wealth Advisors's NYLIM Candriam U.S. Large Cap Equity ETF position peaked at $578K in Q1 2024.
27 funds tracked by Wall St. Rank held NYLIM Candriam U.S. Large Cap Equity ETF as of Q3 2024.

Based on WCG Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.