MAM
IUS icon

Meeder Asset Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Meeder Asset 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
2021
Q3 		– Sell
-199
Closed -$7K – 2557
2021
Q2 		$7K Buy
+199
New +$7.32K ﹤0.01% 1826

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Meeder Asset Management's IUS Position: Q3 2021 in Review

Meeder Asset Management sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2021, closing a stake of 199 shares — an estimated $7K sold.

Meeder Asset Management first reported a position in IUS in Q2 2021 and held it in 1 quarter. The position peaked at $7K in Q2 2021. 14 funds tracked by Wall St. Rank hold IUS as of Q3 2021.

  • Meeder Asset Management reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2021 after selling out during the quarter.
  • Meeder Asset Management sold 199 Invesco RAFI Strategic US ETF shares in Q3 2021, an estimated $7K.
  • Meeder Asset Management first reported a position in Invesco RAFI Strategic US ETF in Q2 2021 and held it in 1 quarter.
  • Meeder Asset Management's Invesco RAFI Strategic US ETF position peaked at $7K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2021.

Based on Meeder Asset Management's 13F filing for Q3 2021, filed 8 Nov 2021.