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Patriot Financial Group Insurance Agency’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-804
Closed -$28K – 1167
2022
Q2 		$28K Hold
804
– – 0.01% 910
2022
Q1 		$33K Buy
804
+104
+15% +$4.12K 0.01% 904
2021
Q4 		$28K Hold
700
– – ﹤0.01% 1080
2021
Q3 		$26K Hold
700
– – ﹤0.01% 1094
2021
Q2 		$26K Hold
700
– – ﹤0.01% 1072
2021
Q1 		$25K Buy
+700
New +$23.4K 0.01% 1003

Other funds holding IUS

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IUS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2022, closing a stake of 804 shares — an estimated $28K sold.

Patriot Financial Group Insurance Agency first reported a position in IUS in Q1 2021 and held it in 6 quarters. The position peaked at $33K in Q1 2022. 21 funds tracked by Wall St. Rank hold IUS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 804 Invesco RAFI Strategic US ETF shares in Q3 2022, an estimated $28K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco RAFI Strategic US ETF in Q1 2021 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Invesco RAFI Strategic US ETF position peaked at $33K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.