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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return