EC
IUS icon

EdgeRock Capital’s Invesco RAFI Strategic US ETF IUS Stock Holding History

EdgeRock Capital’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 		– Sell
-186
Closed -$8.82K – 180
2024
Q2 		$8.82K Buy
+186
New +$8.7K 0.01% 211

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

EdgeRock Capital's IUS Position: Q3 2024 in Review

EdgeRock Capital sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2024, closing a stake of 186 shares — an estimated $8.82K sold.

EdgeRock Capital first reported a position in IUS in Q2 2024 and held it in 1 quarter. The position peaked at $8.82K in Q2 2024. 75 funds tracked by Wall St. Rank hold IUS as of Q3 2024.

  • EdgeRock Capital reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 186 Invesco RAFI Strategic US ETF shares in Q3 2024, an estimated $8.82K.
  • EdgeRock Capital first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and held it in 1 quarter.
  • EdgeRock Capital's Invesco RAFI Strategic US ETF position peaked at $8.82K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.