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Zimmermann Investment Management & Planning’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Zimmermann Investment Management & Planning’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
2024
Q4 		– Sell
-38,922
Closed -$1.96M – 61
2024
Q3 		$1.96M Sell
38,922
-110,437
-74% -$5.36M 0.6% 45
2024
Q2 		$7.08M Buy
149,359
+38,889
+35% +$1.82M 2.37% 9
2024
Q1 		$5.24M Buy
+110,470
New +$4.96M 1.89% 16

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Zimmermann Investment Management & Planning's IUS Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Invesco RAFI Strategic US ETF (IUS) in Q4 2024, closing a stake of 38,922 shares — an estimated $1.96M sold.

Zimmermann Investment Management & Planning first reported a position in IUS in Q1 2024 and held it in 3 quarters. The position peaked at $7.08M in Q2 2024. 91 funds tracked by Wall St. Rank hold IUS as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Invesco RAFI Strategic US ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 38,922 Invesco RAFI Strategic US ETF shares in Q4 2024, an estimated $1.96M.
  • Zimmermann Investment Management & Planning first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and held it in 3 quarters.
  • Zimmermann Investment Management & Planning's Invesco RAFI Strategic US ETF position peaked at $7.08M in Q2 2024.
  • 91 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.