Eagle Strategies LLC IUS — INVESCO EXCH TRD SLF IDX FD

Ownership history in Eagle Strategies LLC  ·  4 quarters on record

AI Ownership Summary

Eagle Strategies LLC reported INVESCO EXCH TRD SLF IDX FD (IUS) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.24% in 2026 Q2. The latest visible filing shows IUS at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eagle Strategies LLC's position in INVESCO EXCH TRD SLF IDX FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IUS was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IUS stock page Eagle Strategies LLC fund profile Eagle Strategies LLC full holdings
How Eagle Strategies LLC held IUS — position size vs. price
% of Fund (quarterly)    IUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 36,301 +3,043 +9.1% 0.24% $2.4M 2026-07-21 $67.00
2026 Q1 ADDED — — — 33,258 +3,410 +11.4% 0.23% $1.9M 2026-04-20 $61.43
2025 Q4 ADDED — — — 29,848 +6,436 +27.5% 0.22% $1.7M 2026-01-23 $58.70
2025 Q3 INITIATED — — — 23,412 — — 0.17% $1.3M 2025-10-21 $55.26

🏢 Other funds also holding IUS

As of 2026 Q2 — sorted by position size

Nova Wealth Management, Inc. 2.05% Professional Financial Advisors, LLC 3Y 0.86% PFG Advisors 3Y 7Y 0.41% IFC & Insurance Marketing, Inc. 0.22% Breakwater Capital Group 3Y 0.2% Foguth Wealth Management, LLC. 0.15% M.E. ALLISON & CO., INC. 0.14% Merit Financial Group, LLC 3Y 7Y 0.1% Fermata Advisors, LLC 3Y 0.1% Raub Brock Capital Management LP 3Y 7Y 0.07%

FAQ About Eagle Strategies LLC and IUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Eagle Strategies LLC reported owning IUS?

Eagle Strategies LLC reported IUS across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported IUS position in Eagle Strategies LLC's portfolio?

The largest reported portfolio weight for IUS was 0.24% in 2026 Q2.

What is the latest reported IUS position on this page?

The most recent filing on this page is 2026 Q2, when Eagle Strategies LLC reported 36,301 shares, equal to 0.24% of portfolio, with an estimated market value of $2.4M.

What does the chart on this IUS ownership page compare?

The chart compares Eagle Strategies LLC's quarterly IUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Eagle Strategies LLC time their IUS position?

Based on 13F filing dates vs. subsequent IUS price moves, Eagle Strategies LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IUS relative to SPY over the holding period was +11.3%.

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