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Sanctuary Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Sanctuary 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 		– Sell
-12,715
Closed -$584K – 2581
2024
Q2 		$584K Buy
+12,715
New +$594K ﹤0.01% 1543

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 $579M AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.55B AUM 13.34% 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
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Sanctuary Advisors's IUS Position: Q3 2024 in Review

Sanctuary Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2024, closing a stake of 12,715 shares — an estimated $584K sold.

Sanctuary Advisors first reported a position in IUS in Q2 2024 and held it in 1 quarter. The position peaked at $584K in Q2 2024. 75 funds tracked by Wall St. Rank hold IUS as of Q3 2024.

  • Sanctuary Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 12,715 Invesco RAFI Strategic US ETF shares in Q3 2024, an estimated $584K.
  • Sanctuary Advisors first reported a position in Invesco RAFI Strategic US ETF in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's Invesco RAFI Strategic US ETF position peaked at $584K in Q2 2024.
  • 75 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.