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Beacon Capital Management LLC (Tennessee)’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-1,324
Closed -$53.7K – 1018
2023
Q3 		$53.7K Hold
1,324
– – 0.01% 235
2023
Q2 		$53.7K Buy
+1,324
New +$51.4K 0.01% 235

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Beacon Capital Management LLC (Tennessee)'s IUS Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2023, closing a stake of 1,324 shares — an estimated $53.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IUS in Q2 2023 and held it in 2 quarters. The position peaked at $53.7K in Q3 2023. 43 funds tracked by Wall St. Rank hold IUS as of Q4 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 1,324 Invesco RAFI Strategic US ETF shares in Q4 2023, an estimated $53.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Invesco RAFI Strategic US ETF in Q2 2023 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Invesco RAFI Strategic US ETF position peaked at $53.7K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.