Stratos Wealth Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Buy |
7,428
+406
| +6% | +$20.9K | 0.01% | 1040 |
|
|
2025
Q1 | $347K | Sell |
7,022
-9,824
| -58% | -$485K | 0.01% | 1026 |
|
|
2024
Q4 | $837K | Sell |
16,846
-18
| -0.1% | -$894 | 0.01% | 762 |
|
|
2024
Q3 | $848K | Sell |
16,864
-127
| -0.7% | -$6.39K | 0.01% | 744 |
|
|
2024
Q2 | $806K | Sell |
16,991
-699
| -4% | -$33.2K | 0.01% | 726 |
|
|
2024
Q1 | $840K | Sell |
17,690
-7,232
| -29% | -$343K | 0.01% | 705 |
|
|
2023
Q4 | $1.08M | Sell |
24,922
-2,508
| -9% | -$109K | 0.02% | 600 |
|
|
2023
Q3 | $1.09M | Sell |
27,430
-169
| -0.6% | -$6.73K | 0.02% | 540 |
|
|
2023
Q2 | $1.12M | Buy |
+27,599
| New | +$1.12M | 0.03% | 501 |
|
|
2023
Q1 | – | Sell |
-18,197
| Closed | -$665K | – | 1175 |
|
|
2022
Q4 | $665K | Buy |
+18,197
| New | +$665K | 0.02% | 628 |
|