BA
IUS icon

Bridge Advisory’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bridge Advisory’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
Q3 		$5.57M Buy
110,771
+348
+0.3% +$16.9K 2.65% 10
2024
Q2 		$5.24M Buy
+110,423
New +$5.16M 2.58% 10

Other funds holding IUS

LPL Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Bridge Advisory's IUS Position: Q3 2024 in Review

Bridge Advisory increased its Invesco RAFI Strategic US ETF (IUS) stake by 0.32% in Q3 2024, buying an estimated $16.9K and bringing the position to 110,771 shares worth $5.57M. The position accounts for 2.65% of the portfolio, ranked #10.

Bridge Advisory first reported a position in IUS in Q2 2024 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold IUS as of Q3 2024.

  • Bridge Advisory held 110,771 shares of Invesco RAFI Strategic US ETF worth $5.57M as of Q3 2024.
  • Bridge Advisory bought 348 Invesco RAFI Strategic US ETF shares in Q3 2024, an estimated $16.9K.
  • Invesco RAFI Strategic US ETF made up 2.65% of Bridge Advisory's portfolio in Q3 2024, its #10 holding.
  • Bridge Advisory first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.