VWA
IUS icon

Visionary Wealth Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Visionary Wealth Advisors’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
2022
Q3 		– Sell
-19,123
Closed -$677K – 427
2022
Q2 		$677K Buy
19,123
+11,817
+162% +$452K 0.06% 205
2022
Q1 		$296K Buy
+7,306
New +$289K 0.02% 326

Other funds holding IUS

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Visionary Wealth Advisors's IUS Position: Q3 2022 in Review

Visionary Wealth Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2022, closing a stake of 19,123 shares — an estimated $677K sold.

Visionary Wealth Advisors first reported a position in IUS in Q1 2022 and held it in 2 quarters. The position peaked at $677K in Q2 2022. 21 funds tracked by Wall St. Rank hold IUS as of Q3 2022.

  • Visionary Wealth Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 19,123 Invesco RAFI Strategic US ETF shares in Q3 2022, an estimated $677K.
  • Visionary Wealth Advisors first reported a position in Invesco RAFI Strategic US ETF in Q1 2022 and held it in 2 quarters.
  • Visionary Wealth Advisors's Invesco RAFI Strategic US ETF position peaked at $677K in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2022.

Based on Visionary Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.