StoneX Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

StoneX Group’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
2023 Q4	–	Sell	-5,536	Closed	-$220K	–	404
2023 Q3	$220K	Buy	+5,536	New	+$227K	0.12%	263

Other funds holding IUS

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

Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return

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

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

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

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

StoneX Group's IUS Position: Q4 2023 in Review

StoneX Group sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2023, closing a stake of 5,536 shares — an estimated $220K sold.

StoneX Group first reported a position in IUS in Q3 2023 and held it in 1 quarter. The position peaked at $220K in Q3 2023. 43 funds tracked by Wall St. Rank hold IUS as of Q4 2023.

StoneX Group reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2023 after selling out during the quarter.
StoneX Group sold 5,536 Invesco RAFI Strategic US ETF shares in Q4 2023, an estimated $220K.
StoneX Group first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and held it in 1 quarter.
StoneX Group's Invesco RAFI Strategic US ETF position peaked at $220K in Q3 2023.
43 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2023.

Based on StoneX Group's 13F filing for Q4 2023, filed 12 Feb 2024.