RJFSA
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Raymond James Financial Services Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$12.2M Sell
242,473
-6,918
-3% -$335K 0.02% 776
2024
Q2 		$11.8M Buy
249,391
+1,859
+0.8% +$86.9K 0.02% 741
2024
Q1 		$11.7M Buy
247,532
+135,243
+120% +$6.07M 0.02% 728
2023
Q4 		$4.86M Sell
112,289
-7,750
-6% -$316K 0.01% 1096
2023
Q3 		$4.78M Buy
120,039
+113,439
+1,719% +$4.65M 0.01% 1032
2023
Q2 		$267K Buy
+6,600
New +$256K ﹤0.01% 2738

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return