Advisornet Financial’s Invesco Real Assets ESG ETF IVRA Stock Holding History

Advisornet Financial’s Portfolio IVRA Stock Details IVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-674	Closed	-$9.61K	–	2234
2024 Q2	$9.61K	Hold	674	–	–	﹤0.01%	1320
2024 Q1	$9.55K	Sell	674 -69	-9%	-$947	﹤0.01%	1302
2023 Q4	$10.5K	Hold	743	–	–	﹤0.01%	1298
2023 Q3	$9.22K	Hold	743	–	–	﹤0.01%	1262
2023 Q2	$10K	Hold	743	–	–	﹤0.01%	1325
2023 Q1	$10.1K	Hold	743	–	–	﹤0.01%	1299
2022 Q4	$9.9K	Hold	743	–	–	﹤0.01%	1298
2022 Q3	$9K	Hold	743	–	–	﹤0.01%	1370
2022 Q2	$10K	Hold	743	–	–	﹤0.01%	1341
2022 Q1	$12K	Hold	743	–	–	﹤0.01%	1394
2021 Q4	$11K	Hold	743	–	–	﹤0.01%	1459
2021 Q3	$11K	Buy	743 +674	+977%	+$9.62K	﹤0.01%	1422
2021 Q2	$1K	Buy	+69	New	+$965	﹤0.01%	1748

Other funds holding IVRA

1WM

1858 Wealth Management Akron, Ohio $142M AUM 30.74% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's IVRA Position: Q3 2024 in Review

Advisornet Financial sold out of Invesco Real Assets ESG ETF (IVRA) in Q3 2024, closing a stake of 674 shares — an estimated $9.61K sold.

Advisornet Financial first reported a position in IVRA in Q2 2021 and held it in 13 quarters. The position peaked at $12K in Q1 2022. 4 funds tracked by Wall St. Rank hold IVRA as of Q3 2024.

Advisornet Financial reported no remaining Invesco Real Assets ESG ETF position as of Q3 2024 after selling out during the quarter.
Advisornet Financial sold 674 Invesco Real Assets ESG ETF shares in Q3 2024, an estimated $9.61K.
Advisornet Financial first reported a position in Invesco Real Assets ESG ETF in Q2 2021 and held it in 13 quarters.
Advisornet Financial's Invesco Real Assets ESG ETF position peaked at $12K in Q1 2022.
4 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q3 2024.

Based on Advisornet Financial's 13F filing for Q3 2024, filed 15 Oct 2024.