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TRUADVICE’s Invesco RAFI Strategic US ETF IUS Stock Holding History

TRUADVICE’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
Q3 		$3.12M Buy
77,806
+11,858
+18% +$486K 1.22% 20
2023
Q2 		$2.72M Buy
65,948
+23,761
+56% +$923K 1% 24
2023
Q1 		$1.64M Buy
42,187
+34,334
+437% +$1.29M 0.65% 45
2022
Q4 		$297K Buy
7,853
+979
+14% +$35.6K 0.16% 123
2022
Q3 		$250K Sell
6,874
-2,810
-29% -$103K 0.14% 121
2022
Q2 		$368K Buy
9,684
+444
+5% +$17K 0.19% 99
2022
Q1 		$355K Buy
+9,240
New +$366K 0.2% 95

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

TRUADVICE's IUS Position: Q3 2023 in Review

TRUADVICE increased its Invesco RAFI Strategic US ETF (IUS) stake by 18% in Q3 2023, buying an estimated $486K and bringing the position to 77,806 shares worth $3.12M. The position accounts for 1.22% of the portfolio, ranked #20.

TRUADVICE first reported a position in IUS in Q1 2022 and has held it in 7 quarters since. 45 funds tracked by Wall St. Rank hold IUS as of Q3 2023.

  • TRUADVICE held 77,806 shares of Invesco RAFI Strategic US ETF worth $3.12M as of Q3 2023.
  • TRUADVICE bought 11,858 Invesco RAFI Strategic US ETF shares in Q3 2023, an estimated $486K.
  • Invesco RAFI Strategic US ETF made up 1.22% of TRUADVICE's portfolio in Q3 2023, its #20 holding.
  • TRUADVICE first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and has held it in 7 quarters since.
  • 45 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.