SFG
Sovereign Financial Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
37,330
-1,813
| -5% | -$93.4K | 0.4% | 45 |
|
|
2025
Q1 | $1.93M | Buy |
39,143
+2,260
| +6% | +$112K | 0.45% | 41 |
|
|
2024
Q4 | $1.83M | Buy |
36,883
+10,615
| +40% | +$527K | 0.42% | 42 |
|
|
2024
Q3 | $1.32M | Buy |
+26,268
| New | +$1.32M | 0.31% | 64 |
|