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Disclosery

IUS INVESCO EXCH TRD SLF IDX FD

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RAFI STRATGIC US (fund)

97 managers (97 13F filers) reported a position in IUS shares at 2025-03-31, 7,611,326 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
97
13F filers
97
New
10
Added
42
Reduced
33
Sold out
4
Shares held by filers
7,611,326

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,296,065$64M0.02%+262,78413F-HRTimeline
Aveo Capital Partners, LLC607,884$29.3M4.88%+76,04613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.476,726$23.5M0.05%-6,24113F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC465,251$23M7.7%+275,29813F-HRTimeline
Intelligence Driven Advisers, LLC388,266$19.2M3.69%+41,76213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC377,845$18.7M0.01%-14,69613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…265,874$13.1M0.01%-14,85613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC252,259$12.5M<0.01%+9,58013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding251,789$12.4M+36,780Timeline
Merit Financial Group, LLC243,358$12M0.18%-42,69113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC226,139$11.2M<0.01%new13F-HR/ATimelineGroup
ARQ WEALTH ADVISORS, LLC208,138$10.3M3.81%+1,45613F-HRTimeline
Lighthouse Wealth Management Inc.172,394$8.51M7.8%+1,86113F-HRTimeline
Geneos Wealth Management Inc.170,678$8.42M0.12%+90,70513F-HRTimeline
McIlrath & Eck, LLC121,278$5.99M0.74%-4,02613F-HRTimeline
IFG Advisory, LLC120,081$5.93M0.33%-46,82013F-HRTimeline
Kingsview Wealth Management, LLC114,973$5.68M0.11%-2,38213F-HRTimeline
World Investment Advisors108,119$5.34M0.14%+42,35813F-HRTimeline
Foguth Wealth Management, LLC.108,048$5.33M1.29%+10,37613F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…106,973$5.28M2.48%+6,06213F-HRTimelineGroup
Signal Advisors Wealth, LLC103,426$5.11M0.5%+10,62013F-HRTimeline
Clear Creek Financial Management, LLC97,638$4.82M0.5%new13F-HRTimeline
MML INVESTORS SERVICES, LLC94,840$4.68M0.02%-20,54313F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC93,287$4.6M2.62%-16,71413F-HRTimeline
Cambridge Investment Research Advisors,…91,506$4.52M0.02%+5,83313F-HRTimeline
PFG Advisors85,828$4.24M0.24%+3,14613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,513$3.14M0.01%+53,89313F-HRTimelineGroup
Cetera Investment Advisers62,343$3.08M0.01%+1,01213F-HRTimeline
Davies Financial Advisors, Inc.43,185$2.13M1.82%+23,85113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,530$1.95M<0.01%+12,06513F-HRTimelineGroup
Sovereign Financial Group, Inc.39,143$1.93M0.44%+2,26013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,745$1.91M<0.01%+6,44413F-HRTimeline
Steward Partners Investment Advisory, L…37,492$1.85M0.02%+24,50413F-HRTimeline
AIFG Consultants Ltd.35,777$1.77M2.91%-1,07513F-HRTimeline
Nova Wealth Management, Inc.33,062$1.63M1.41%+1,96613F-HR/ATimeline
CoreCap Advisors, LLC32,097$1.58M0.07%-1,06013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,786$1.57M<0.01%+18,63013F-HRTimelineGroup
Synergy Investment Management, LLC31,223$1.54M0.64%+18,71513F-HRTimeline
Larson Financial Group LLC29,025$1.43M0.07%+12,40713F-HRTimeline
Centerpoint Advisory Group22,952$1.13M1.11%-12813F-HRTimeline
Farther Finance Advisors, LLC22,445$1.11M0.03%new13F-HRTimeline
Eaton Financial Holdings Company, LLC19,104$943K0.39%-15,15013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC19,070$941K0.11%-208,13313F-HRTimeline
Orion Porfolio Solutions, LLC19,011$938K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC19,011$938K0.01%new13F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,152$847K0.01%+11,20213F-HRTimelineGroup
Breakwater Capital Group15,359$758K0.14%+7,58113F-HRTimeline
NewEdge Advisors, LLC15,188$750K<0.01%-22,20013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,094$745K<0.01%new13F-HRTimelineGroup
AllGen Financial Advisors, Inc.14,414$711K0.21%+9,02513F-HRTimeline
RVW Wealth, LLC14,402$711K0.07%-7,10913F-HRTimeline
Redhawk Wealth Advisors, Inc.14,217$702K0.09%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC13,569$669K0.04%+7,19413F-HRTimeline
BridgePort Financial Solutions, LLC11,739$579K0.26%+5,29413F-HRTimeline
Sigma Planning Corp11,256$556K0.02%+6,93913F-HRTimeline
Integrated Wealth Concepts LLC11,140$550K0.01%-313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,018$544K<0.01%+2,75913F-HRTimelineGroup
Allworth Financial LP10,440$495K<0.01%+43713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,761$482K<0.01%-75713F-HR/ATimelineGroup
Prospera Financial Services Inc8,981$443K0.01%+1,20813F-HRTimeline
RFG Advisory, LLC8,107$400K0.01%+3613F-HRTimeline
Atria Wealth Solutions, Inc.7,660$378K<0.01%013F-HRTimeline
Lokken Investment Group LLC7,641$377K0.16%+2,64513F-HRTimeline
Strategic Blueprint, LLC7,590$375K0.02%013F-HRTimeline
GTS SECURITIES LLC7,329$362K0.02%new13F-HRTimeline
Fermata Advisors, LLC7,258$358K0.06%-56213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,200$355K<0.01%-30013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,022$347K0.01%-9,82413F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6,885$340K0.05%+1,24613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,277$310K0.08%-23213F-HRTimelineGroup
Centric Wealth Management5,542$274K0.07%-15413F-HRTimeline
M.E. ALLISON & CO., INC.5,495$271K0.27%013F-HRTimeline
WMG Financial Advisors, LLC5,260$260K0.11%013F-HRTimeline
Dynamic Advisor Solutions LLC4,771$235K0.01%+20113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,714$233K<0.01%-4513F-HRTimeline
Lifeworks Advisors, LLC4,665$230K0.04%-28313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,277$211K0.01%-14513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,608$179K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,908$144K<0.01%-1,27213F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,618$129K<0.01%-20913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,390$118K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,235$110K<0.01%-2,20013F-HRTimelineGroup
Hughes Financial Services, LLC1,615$79.8K0.02%new13F-HRTimeline
Parvin Asset Management, LLC1,305$64.4K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,159$57.2K<0.01%+3813F-HRTimeline
Anchor Investment Management, LLC940$46.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…750$37K<0.01%-25013F-HRTimelineGroup
FMR LLCin group FMR LLC743$36.7K<0.01%-16513F-HRTimelineGroup
AE Wealth Management LLC673$33.2K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY580$28.7K<0.01%-1713F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…504$24.9K<0.01%+44813F-HRTimelineGroup
Millstone Evans Group, LLC260$12.8K0.01%013F-HRTimeline
IAG Wealth Partners, LLC257$12.7K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management121$5.97K<0.01%+9913F-HRTimelineGroup
PRIVATE TRUST CO NA40$1.97K<0.01%-2813F-HRTimeline
IFP Advisors, Inc20$987<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.