Avantax Advisory Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $201K | Sell |
3,905
-809
| -17% | -$41.7K | ﹤0.01% | 2206 |
|
2025
Q1 | $233K | Sell |
4,714
-45
| -0.9% | -$2.22K | ﹤0.01% | 2010 |
|
2024
Q4 | $236K | Sell |
4,759
-568
| -11% | -$28.2K | ﹤0.01% | 1949 |
|
2024
Q3 | $268K | Sell |
5,327
-237
| -4% | -$11.9K | ﹤0.01% | 1834 |
|
2024
Q2 | $264K | Buy |
5,564
+149
| +3% | +$7.07K | ﹤0.01% | 1780 |
|
2024
Q1 | $257K | Buy |
+5,415
| New | +$257K | ﹤0.01% | 1394 |
|