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 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

Advisors Preferred's IUS Position: Q4 2024 in Review

Advisors Preferred sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2024, closing a stake of 11,015 shares — an estimated $552K sold.

Advisors Preferred first reported a position in IUS in Q4 2021 and held it in 9 quarters. The position peaked at $552K in Q3 2024. 91 funds tracked by Wall St. Rank hold IUS as of Q4 2024.

Advisors Preferred reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 11,015 Invesco RAFI Strategic US ETF shares in Q4 2024, an estimated $552K.
Advisors Preferred first reported a position in Invesco RAFI Strategic US ETF in Q4 2021 and held it in 9 quarters.
Advisors Preferred's Invesco RAFI Strategic US ETF position peaked at $552K in Q3 2024.
91 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.