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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $2.05B AUM 22.27% 1-Year Est. Return

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