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Ogorek Anthony Joseph’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Ogorek Anthony Joseph’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
2022
Q1 		– Sell
-110
Closed -$4K – 261
2021
Q4 		$4K Buy
+110
New +$4.3K ﹤0.01% 211

Other funds holding IUS

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Ogorek Anthony Joseph's IUS Position: Q1 2022 in Review

Ogorek Anthony Joseph sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2022, closing a stake of 110 shares — an estimated $4K sold.

Ogorek Anthony Joseph first reported a position in IUS in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 19 funds tracked by Wall St. Rank hold IUS as of Q1 2022.

  • Ogorek Anthony Joseph reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2022 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 110 Invesco RAFI Strategic US ETF shares in Q1 2022, an estimated $4K.
  • Ogorek Anthony Joseph first reported a position in Invesco RAFI Strategic US ETF in Q4 2021 and held it in 1 quarter.
  • Ogorek Anthony Joseph's Invesco RAFI Strategic US ETF position peaked at $4K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2022.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2022, filed 26 Apr 2022.