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WealthPLAN Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

WealthPLAN Partners’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 		– Sell
-283
Closed -$11.5K – 718
2023
Q2 		$11.5K Hold
283
– – ﹤0.01% 771
2023
Q1 		$10.8K Buy
+283
New +$10.7K ﹤0.01% 844

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
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

WealthPLAN Partners's IUS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2023, closing a stake of 283 shares — an estimated $11.5K sold.

WealthPLAN Partners first reported a position in IUS in Q1 2023 and held it in 2 quarters. The position peaked at $11.5K in Q2 2023. 45 funds tracked by Wall St. Rank hold IUS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 283 Invesco RAFI Strategic US ETF shares in Q3 2023, an estimated $11.5K.
  • WealthPLAN Partners first reported a position in Invesco RAFI Strategic US ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco RAFI Strategic US ETF position peaked at $11.5K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.