IUS — INVESCO EXCH TRD SLF IDX FD

Ownership history in Bridge Advisory, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in INVESCO EXCH TRD SLF IDX FD (IUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.65% (2024 Q3)
Avg. % of fund
2.62%
First filed
2024 Q2
Last filed
2024 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 110,771 +348 +0.3% 2.65% $5.6M $49.31
2024 Q2 INITIATED 110,423 — — 2.58% $5.2M —
% of Fund (quarterly)    IUS price (monthly, adj. close)

Other funds also holding IUS

As of 2025 Q4 — sorted by position size

Intelligence Driven Advisers, LLC 3Y 5.42% Aveo Capital Partners, LLC 3Y 7Y 4.88% AIFG Consultants Ltd. 3.58% BYRNE FINANCIAL FREEDOM, LLC 3.29% ARQ WEALTH ADVISORS, LLC 3Y 3.04% McIlrath & Eck, LLC 3Y 7Y 0.79% Foguth Wealth Management, LLC. 0.47% Sovereign Financial Group, Inc. 3Y 0.33% PFG Advisors 3Y 7Y 0.3% Eagle Strategies LLC 3Y 0.22%
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