AF
IUS icon

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 – 2113
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

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ACP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return