IF
IUS icon

Intrua Financial’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Intrua Financial’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
-14,376
Closed -$682K – 399
2024
Q2 		$682K Buy
14,376
+1,033
+8% +$48.3K 0.1% 173
2024
Q1 		$633K Buy
13,343
+2,133
+19% +$95.8K 0.09% 205
2023
Q4 		$485K Buy
11,210
+35
+0.3% +$1.43K 0.07% 232
2023
Q3 		$445K Buy
11,175
+539
+5% +$22.1K 0.08% 213
2023
Q2 		$431K Buy
10,636
+534
+5% +$20.7K 0.07% 219
2023
Q1 		$386K Buy
10,102
+534
+6% +$20.1K 0.08% 214
2022
Q4 		$354K Buy
9,568
+727
+8% +$26.5K 0.08% 231
2022
Q3 		$294K Buy
8,841
+2,528
+40% +$93.1K 0.08% 228
2022
Q2 		$223K Buy
6,313
+1,330
+27% +$50.8K 0.05% 332
2022
Q1 		$202K Buy
+4,983
New +$197K 0.04% 368

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

Intrua Financial's IUS Position: Q3 2024 in Review

Intrua Financial sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2024, closing a stake of 14,376 shares — an estimated $682K sold.

Intrua Financial first reported a position in IUS in Q1 2022 and held it in 10 quarters. The position peaked at $682K in Q2 2024. 75 funds tracked by Wall St. Rank hold IUS as of Q3 2024.

  • Intrua Financial reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2024 after selling out during the quarter.
  • Intrua Financial sold 14,376 Invesco RAFI Strategic US ETF shares in Q3 2024, an estimated $682K.
  • Intrua Financial first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and held it in 10 quarters.
  • Intrua Financial's Invesco RAFI Strategic US ETF position peaked at $682K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2024.

Based on Intrua Financial's 13F filing for Q3 2024, filed 28 May 2025.