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 0.11% 173
2024
Q1 		$633K Buy
13,343
+2,133
+19% +$95.8K 0.1% 205
2023
Q4 		$485K Buy
11,210
+35
+0.3% +$1.43K 0.08% 232
2023
Q3 		$445K Buy
11,175
+539
+5% +$22.1K 0.08% 213
2023
Q2 		$431K Buy
10,636
+534
+5% +$20.7K 0.08% 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 $376B AUM 19.32% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return