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Wealthspire Advisors (New York)’s IQ Candriam US Large Cap Equity ETF IQSU Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-214
Closed -$11.4K – 1953
2025
Q3 		$11.4K Buy
+214
New +$10.9K ﹤0.01% 1956

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CAPTRUST Financial Advisors
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Bank of America
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s IQSU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of IQ Candriam US Large Cap Equity ETF (IQSU) in Q4 2025, closing a stake of 214 shares — an estimated $11.4K sold.

Wealthspire Advisors (New York) first reported a position in IQSU in Q3 2025 and held it in 1 quarter. The position peaked at $11.4K in Q3 2025. 23 funds tracked by Wall St. Rank hold IQSU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining IQ Candriam US Large Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 214 IQ Candriam US Large Cap Equity ETF shares in Q4 2025, an estimated $11.4K.
  • Wealthspire Advisors (New York) first reported a position in IQ Candriam US Large Cap Equity ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s IQ Candriam US Large Cap Equity ETF position peaked at $11.4K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held IQ Candriam US Large Cap Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.