Cetera Advisor Networks’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Cetera Advisor Networks’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 Q1	$413K	Buy	+8,710	New	+$391K	﹤0.01%	2055
2023 Q2	–	Sell	-17,581	Closed	-$673K	–	2658
2023 Q1	$673K	Sell	17,581 -2,901	-14%	-$109K	0.01%	1486
2022 Q4	$748K	Buy	20,482 +7	+0%	+$255	0.01%	1361
2022 Q3	$680K	Buy	20,475 +7,426	+57%	+$273K	0.01%	1108
2022 Q2	$461K	Buy	13,049 +9	+0.1%	+$344	0.01%	1328
2022 Q1	$529K	Buy	13,040 +6,284	+93%	+$249K	0.01%	1261
2021 Q4	$274K	Buy	+6,756	New	+$264K	﹤0.01%	1670

Other funds holding IUS

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 Scottsdale, Arizona $85.1B AUM 27.35% 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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Cetera Advisor Networks's IUS Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q1 2024: 8,710 shares worth $413K. The stake represents ﹤0.01% of the portfolio and ranks #2055 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in IUS as recently as Q1 2023.

Cetera Advisor Networks first reported a position in IUS in Q4 2021 and has held it in 7 quarters since. The position peaked at $748K in Q4 2022. 61 funds tracked by Wall St. Rank hold IUS as of Q1 2024.

Cetera Advisor Networks held 8,710 shares of Invesco RAFI Strategic US ETF worth $413K as of Q1 2024.
Invesco RAFI Strategic US ETF was a new Cetera Advisor Networks position in Q1 2024.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2055 holding.
Cetera Advisor Networks first reported a position in Invesco RAFI Strategic US ETF in Q4 2021 and has held it in 7 quarters since.
Cetera Advisor Networks's Invesco RAFI Strategic US ETF position peaked at $748K in Q4 2022.
61 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.