AWM
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Axxcess Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Axxcess Wealth Management’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
2023
Q4 		– Sell
-12,807
Closed -$510K – 889
2023
Q3 		$510K Buy
+12,807
New +$525K 0.02% 467

Other funds holding IUS

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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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Axxcess Wealth Management's IUS Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2023, closing a stake of 12,807 shares — an estimated $510K sold.

Axxcess Wealth Management first reported a position in IUS in Q3 2023 and held it in 1 quarter. The position peaked at $510K in Q3 2023. 43 funds tracked by Wall St. Rank hold IUS as of Q4 2023.

  • Axxcess Wealth Management reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 12,807 Invesco RAFI Strategic US ETF shares in Q4 2023, an estimated $510K.
  • Axxcess Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Invesco RAFI Strategic US ETF position peaked at $510K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.