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Jamison Private Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Jamison Private Wealth 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
2024
Q4 		– Sell
-48
Closed -$2.39K – 329
2024
Q3 		$2.39K Buy
48
+1
+2% +$48 ﹤0.01% 417
2024
Q2 		$2.25K Hold
47
– – ﹤0.01% 386
2024
Q1 		$2.24K Buy
+47
New +$2.11K ﹤0.01% 394

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jamison Private Wealth Management's IUS Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2024, closing a stake of 48 shares — an estimated $2.39K sold.

Jamison Private Wealth Management first reported a position in IUS in Q1 2024 and held it in 3 quarters. The position peaked at $2.39K in Q3 2024. 91 funds tracked by Wall St. Rank hold IUS as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 48 Invesco RAFI Strategic US ETF shares in Q4 2024, an estimated $2.39K.
  • Jamison Private Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Invesco RAFI Strategic US ETF position peaked at $2.39K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.