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 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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

KAS

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. 91 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.
91 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.