Synergy Investment Management’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
Sell
-31,223
Closed -$1.54M 323
2025
Q1
$1.54M Buy
31,223
+18,715
+150% +$924K 0.64% 36
2024
Q4
$621K Buy
+12,508
New +$621K 0.27% 60