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Advisornet Financial’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Advisornet Financial’s Portfolio IUS Stock Details IUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-335
Closed -$16.9K – 2111
2024
Q3 		$16.9K Hold
335
– – ﹤0.01% 1272
2024
Q2 		$15.9K Hold
335
– – ﹤0.01% 1173
2024
Q1 		$15.9K Hold
335
– – ﹤0.01% 1148
2023
Q4 		$14.5K Sell
335
-217
-39% -$8.86K ﹤0.01% 1198
2023
Q3 		$22K Hold
552
– – ﹤0.01% 1002
2023
Q2 		$22.4K Sell
552
-1,783
-76% -$69.3K ﹤0.01% 1051
2023
Q1 		$89.4K Buy
2,335
+1,847
+378% +$69.6K 0.01% 644
2022
Q4 		$17.8K Sell
488
-136
-22% -$4.95K ﹤0.01% 1100
2022
Q3 		$21K Sell
624
-1,468
-70% -$54.1K ﹤0.01% 1086
2022
Q2 		$74K Buy
2,092
+304
+17% +$11.6K 0.01% 758
2022
Q1 		$73K Buy
1,788
+1,440
+414% +$57K ﹤0.01% 841
2021
Q4 		$14K Hold
348
– – ﹤0.01% 1389
2021
Q3 		$13K Hold
348
– – ﹤0.01% 1382
2021
Q2 		$13K Hold
348
– – ﹤0.01% 1359
2021
Q1 		$12K Buy
+348
New +$11.6K ﹤0.01% 1318

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisornet Financial's IUS Position: Q4 2024 in Review

Advisornet Financial sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2024, closing a stake of 335 shares — an estimated $16.9K sold.

Advisornet Financial first reported a position in IUS in Q1 2021 and held it in 15 quarters. The position peaked at $89.4K in Q1 2023. 92 funds tracked by Wall St. Rank hold IUS as of Q4 2024.

  • Advisornet Financial reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 335 Invesco RAFI Strategic US ETF shares in Q4 2024, an estimated $16.9K.
  • Advisornet Financial first reported a position in Invesco RAFI Strategic US ETF in Q1 2021 and held it in 15 quarters.
  • Advisornet Financial's Invesco RAFI Strategic US ETF position peaked at $89.4K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.