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Get Institutions for : 
Invesco Rafi Strategic Us Etf (IUS)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 64    8
Total shares held : 
4,913,393  
% of shares held : 
54.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  28  
Amount of shares held : 
717,196  
% of shares held change : 
  7.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
12
 155,859
 3.17%
 
Increased Positions :
33
 942,980
 19.19%
 
Unchanged Positions :
6
 11,742
 0.24%
 
Decreased Positions :
13
-37,809
-0.77%
 
Closed Positions :
4
-343,834
-7%
 
Guru Positions :
0
 0%
 
View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Bridge Advisory LLC 10 *New 2024-06-30 110,423 $5,237,000 110,423
   Eaton Financial Holdings Company LLC 13 *New 2024-03-31 85,701 $4,067,000 85,701
   Larson Financial Group LLC 227 *New 2024-06-30 14,376 $682,000 14,376
   FINANCIAL NETWORK 2046 *New 2024-03-31 8,710 $413,000 8,710
   RFG Advisory Group LLC 606 *New 2024-06-30 6,113 $290,000 6,113
   SIGNATURE SECURITIES GROUP CORPORATION 164 *New 2024-06-30 5,959 $283,000 5,959
   THOROUGHBRED FINANCIAL SERVICES LLC 538 *New 2024-06-30 5,326 $252,000 5,326
   Strategic Blueprint LLC 529 *New 2024-06-30 5,207 $247,000 5,207
   MULTIFINANCIAL SECURITIES CORP 2069 *New 2024-03-31 5,168 $245,000 5,168
   Davies Financial Advisors Inc. 60 *New 2024-06-30 5,040 $239,000 5,040
   CWM LLC 2019 *New 2024-06-30 1,889 $90,000 1,889
   PNC FINANCIAL SERVICES GROUP INC 3049 *New 2024-06-30 1,000 $47,000 1,000
   Bare Financial Services Inc 97 *New 2024-06-30 236 $12,000 236
   EdgeRock Capital LLC 213 *New 2024-06-30 186 $9,000 186
   Russell Investments Group Ltd. 3101 *New 2024-06-30 104 $5,000 104

  15 Records found
  1    
  Page 1 of 1
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