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Eaton Vance Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Eaton Vance 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
2022
Q1 		– Sell
-58
Closed -$2K – 2264
2021
Q4 		$2K Hold
58
– – ﹤0.01% 2735
2021
Q3 		$2K Hold
58
– – ﹤0.01% 1925
2021
Q2 		$2K Hold
58
– – ﹤0.01% 2712
2021
Q1 		$2K Buy
+58
New +$1.94K ﹤0.01% 2769

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
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.44% 1-Year Est. Return

Eaton Vance Management's IUS Position: Q1 2022 in Review

Eaton Vance Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2022, closing a stake of 58 shares — an estimated $2K sold.

Eaton Vance Management first reported a position in IUS in Q1 2021 and held it in 4 quarters. The position peaked at $2K in Q4 2021. 19 funds tracked by Wall St. Rank hold IUS as of Q1 2022.

  • Eaton Vance Management reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 58 Invesco RAFI Strategic US ETF shares in Q1 2022, an estimated $2K.
  • Eaton Vance Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Invesco RAFI Strategic US ETF position peaked at $2K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.