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

CreativeOne Wealth’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
2022
Q4 		– Sell
-6,599
Closed -$219K – 758
2022
Q3 		$219K Sell
6,599
-52
-0.8% -$1.92K 0.01% 645
2022
Q2 		$235K Buy
+6,651
New +$254K 0.01% 628
2022
Q1 		– Sell
-26,108
Closed -$1.06M – 770
2021
Q4 		$1.06M Buy
+26,108
New +$1.02M 0.05% 283

Other funds holding IUS

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CreativeOne Wealth's IUS Position: Q4 2022 in Review

CreativeOne Wealth sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2022, closing a stake of 6,599 shares — an estimated $219K sold.

CreativeOne Wealth first reported a position in IUS in Q4 2021 and held it in 3 quarters. The position peaked at $1.06M in Q4 2021. 29 funds tracked by Wall St. Rank hold IUS as of Q4 2022.

  • CreativeOne Wealth reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 6,599 Invesco RAFI Strategic US ETF shares in Q4 2022, an estimated $219K.
  • CreativeOne Wealth first reported a position in Invesco RAFI Strategic US ETF in Q4 2021 and held it in 3 quarters.
  • CreativeOne Wealth's Invesco RAFI Strategic US ETF position peaked at $1.06M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2022.

Based on CreativeOne Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.