Raymond James & Associates’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Raymond James & Associates’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 Q1	–	Sell	-11,048	Closed	-$478K	–	3980
2023 Q4	$478K	Sell	11,048 -32,720	-75%	-$1.34M	﹤0.01%	2984
2023 Q3	$1.74M	Sell	43,768 -46,369	-51%	-$1.9M	﹤0.01%	2101
2023 Q2	$3.65M	Buy	90,137 +12,836	+17%	+$499K	﹤0.01%	1690
2023 Q1	$2.96M	Buy	77,301 +13,488	+21%	+$509K	﹤0.01%	1809
2022 Q4	$2.33M	Buy	+63,813	New	+$2.32M	﹤0.01%	1897

Other funds holding IUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Raymond James & Associates's IUS Position: Q1 2024 in Review

Raymond James & Associates sold out of Invesco RAFI Strategic US ETF (IUS) in Q1 2024, closing a stake of 11,048 shares — an estimated $478K sold.

Raymond James & Associates first reported a position in IUS in Q4 2022 and held it in 5 quarters. The position peaked at $3.65M in Q2 2023. 61 funds tracked by Wall St. Rank hold IUS as of Q1 2024.

Raymond James & Associates reported no remaining Invesco RAFI Strategic US ETF position as of Q1 2024 after selling out during the quarter.
Raymond James & Associates sold 11,048 Invesco RAFI Strategic US ETF shares in Q1 2024, an estimated $478K.
Raymond James & Associates first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and held it in 5 quarters.
Raymond James & Associates's Invesco RAFI Strategic US ETF position peaked at $3.65M in Q2 2023.
61 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2024.

Based on Raymond James & Associates's 13F filing for Q1 2024, filed 22 Apr 2024.