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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 $445B AUM 25.58% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Raymond James Financial Services Advisors's IUS Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Invesco RAFI Strategic US ETF (IUS) stake by 2.8% in Q3 2024, selling an estimated $335K and leaving 242,473 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #776.

Raymond James Financial Services Advisors first reported a position in IUS in Q2 2023 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold IUS as of Q3 2024.

  • Raymond James Financial Services Advisors held 242,473 shares of Invesco RAFI Strategic US ETF worth $12.2M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 6,918 Invesco RAFI Strategic US ETF shares in Q3 2024, an estimated $335K.
  • Invesco RAFI Strategic US ETF made up 0.02% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #776 holding.
  • Raymond James Financial Services Advisors first reported a position in Invesco RAFI Strategic US ETF in Q2 2023 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.