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

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return