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Advisors Preferred’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Advisors Preferred’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
-11,015
Closed -$552K – 237
2024
Q3 		$552K Buy
11,015
+297
+3% +$14.4K 0.08% 115
2024
Q2 		$507K Buy
10,718
+6,647
+163% +$311K 0.09% 85
2024
Q1 		$193K Buy
+4,071
New +$183K 0.03% 121
2023
Q4 		– Sell
-6,863
Closed -$272K – 259
2023
Q3 		$272K Buy
6,863
+3,770
+122% +$154K 0.09% 115
2023
Q2 		$126K Buy
3,093
+2,510
+431% +$97.5K 0.03% 106
2023
Q1 		$22.5K Buy
+583
New +$22K 0.01% 143
2022
Q3 		– Sell
-908
Closed -$32K – 164
2022
Q2 		$32K Sell
908
-3,221
-78% -$123K 0.01% 130
2022
Q1 		$168K Buy
4,129
+32
+0.8% +$1.27K 0.01% 118
2021
Q4 		$167K Buy
+4,097
New +$160K 0.02% 139

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
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