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Disclosery

IUS INVESCO EXCH TRD SLF IDX FD

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RAFI STRATGIC US (fund)

91 managers (92 13F filers) reported a position in IUS shares at 2024-12-31, 6,579,825 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
91
13F filers
92
New
12
Added
37
Reduced
21
Sold out
5
Shares held by filers
6,579,825

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,033,281$51.3M0.02%+57,60613F-HRTimeline
Aveo Capital Partners, LLC531,838$26.4M2.89%-6,24813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.482,967$24M0.05%+40,07313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC392,541$19.5M0.01%+98,13513F-HRTimelineGroup
Intelligence Driven Advisers, LLC346,504$17.2M3.24%-86,29413F-HRTimeline
Merit Financial Group, LLC286,049$14.2M0.26%+70,22713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…280,730$13.9M0.01%-7,81913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,679$12.1M<0.01%13F-HR/ATimelineGroup
TITLEIST ASSET MANAGEMENT, LLC227,203$11.3M1.3%-20,15013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding215,009$10.7M+109,117Timeline
ARQ WEALTH ADVISORS, LLC206,682$10.3M3.91%+5,22813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC189,953$9.43M3.1%13F-HRTimeline
Lighthouse Wealth Management Inc.170,533$8.47M7.76%13F-HRTimeline
IFG Advisory, LLC166,901$8.29M0.47%+52,30813F-HRTimeline
McIlrath & Eck, LLC125,304$6.22M0.79%+5,71913F-HRTimeline
Kingsview Wealth Management, LLC117,355$5.83M0.11%-54213F-HRTimeline
MML INVESTORS SERVICES, LLC115,383$5.73M0.02%+4,65313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC110,001$5.46M2.43%13F-HRTimeline
Foguth Wealth Management, LLC.97,672$5.04M1.32%+14,42313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…100,911$5.01M2.07%+2,78913F-HRTimelineGroup
Signal Advisors Wealth, LLC92,806$4.61M0.52%+9,00413F-HRTimeline
Cambridge Investment Research Advisors,…85,673$4.25M0.01%+20,25613F-HRTimeline
PFG Advisors82,682$4.11M0.25%+2,64513F-HRTimeline
Geneos Wealth Management Inc.79,973$3.97M0.14%+85113F-HRTimeline
World Investment Advisors65,761$3.27M0.09%+5,52213F-HRTimeline
Cetera Investment Advisers61,331$3.05M0.01%+1,48213F-HRTimeline
Independent Advisor Alliance47,841$2.38M0.03%new13F-HRTimeline
NewEdge Advisors, LLC37,388$1.86M0.01%+9,85213F-HRTimeline
Sovereign Financial Group, Inc.36,883$1.83M0.42%+10,61513F-HRTimeline
AIFG Consultants Ltd.36,852$1.83M2.99%+9,28013F-HRTimeline
Eaton Financial Holdings Company, LLC34,254$1.7M0.66%-49,12313F-HRTimeline
CoreCap Advisors, LLC33,157$1.65M0.07%+54313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,301$1.6M<0.01%+1,19513F-HRTimeline
Nova Wealth Management, Inc.31,096$1.54M1.34%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,465$1.36M<0.01%-36013F-HRTimelineGroup
Centerpoint Advisory Group23,080$1.15M1.11%13F-HRTimeline
RVW Wealth, LLC21,511$1.07M0.1%-2,17013F-HRTimeline
Davies Financial Advisors, Inc.19,334$960K0.82%+3,20113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.16,846$837K0.01%-1813F-HRTimelineGroup
Larson Financial Group LLC16,618$825K0.04%+1,20613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…13,156$653K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,988$645K0.01%new13F-HRTimeline
Synergy Investment Management, LLC12,508$621K0.27%13F-HRTimeline
Integrated Wealth Concepts LLC11,143$553K0.01%-513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,518$522K<0.01%+2,93413F-HRTimelineGroup
Allworth Financial LP10,003$512K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,620$478K<0.01%new13F-HRTimelineGroup
Sequent Planning LLC8,294$412K0.15%+3213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,259$410K<0.01%+59313F-HRTimelineGroup
RFG Advisory, LLC8,071$401K0.01%+15213F-HRTimeline
Fermata Advisors, LLC7,820$388K0.07%+10213F-HRTimeline
Breakwater Capital Group7,778$386K0.08%new13F-HRTimeline
Prospera Financial Services Inc7,773$386K0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.7,660$380K<0.01%013F-HRTimeline
Strategic Blueprint, LLC7,590$377K0.02%+39613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,500$373K<0.01%013F-HR/ATimeline
BridgePort Financial Solutions, LLC6,445$326K0.15%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,509$323K0.08%+66113F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC6,375$316K0.02%+2513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,950$296K<0.01%-79313F-HRTimelineGroup
Centric Wealth Management5,696$283K0.08%-86813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,639$280K0.04%-22713F-HRTimeline
M.E. ALLISON & CO., INC.5,495$273K0.3%13F-HRTimeline
AllGen Financial Advisors, Inc.5,389$268K0.09%+72413F-HRTimeline
WMG Financial Advisors, LLC5,260$261K0.11%013F-HRTimeline
Lokken Investment Group LLC4,996$248K0.11%new13F-HRTimeline
Lifeworks Advisors, LLC4,948$246K0.04%-33613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,759$236K<0.01%-56813F-HRTimeline
Dynamic Advisor Solutions LLC4,570$227K0.01%-51013F-HRTimeline
UBS Group AGin group UBS Group AG4,435$220K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,422$220K0.01%-10013F-HRTimeline
Sigma Planning Corp4,317$214K0.01%+23813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,180$208K<0.01%+4,17913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,608$179K<0.01%-1813F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,827$140K<0.01%013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,390$119K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,380$68.6K<0.01%+313F-HRTimeline
Parvin Asset Management, LLC1,305$64.8K0.07%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,121$55.7K<0.01%+16013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,000$49.7K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC940$46.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC908$45.1K<0.01%-5413F-HRTimelineGroup
AE Wealth Management LLC673$33.4K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY597$29.7K<0.01%-713F-HR/ATimelineGroup
Millstone Evans Group, LLC260$12.9K0.01%13F-HRTimeline
Bare Financial Services, Inc236$11.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA68$3.38K<0.01%-2713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…56$2.78K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management22$1.09K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc20$993<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.