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

Birchcreek 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
Q2 		– Sell
-5,724
Closed -$219K – 137
2023
Q1 		$219K Sell
5,724
-2,958
-34% -$112K 0.17% 117
2022
Q4 		$317K Buy
+8,682
New +$316K 0.28% 89

Other funds holding IUS

MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

Birchcreek Wealth Management's IUS Position: Q2 2023 in Review

Birchcreek Wealth Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2023, closing a stake of 5,724 shares — an estimated $219K sold.

Birchcreek Wealth Management first reported a position in IUS in Q4 2022 and held it in 2 quarters. The position peaked at $317K in Q4 2022. 37 funds tracked by Wall St. Rank hold IUS as of Q2 2023.

  • Birchcreek Wealth Management reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2023 after selling out during the quarter.
  • Birchcreek Wealth Management sold 5,724 Invesco RAFI Strategic US ETF shares in Q2 2023, an estimated $219K.
  • Birchcreek Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and held it in 2 quarters.
  • Birchcreek Wealth Management's Invesco RAFI Strategic US ETF position peaked at $317K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2023.

Based on Birchcreek Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.