IUS INVESCO EXCH TRD SLF IDX FD

Ownership history in Intelligence Driven Advisers, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, 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
5.42% (2025 Q4)
Avg. % of fund
3.61%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 662,742 +4,983 +0.8% 5.42% $37.9M $57.16
2025 Q3 ADDED 657,759 +104,134 +18.8% 5.03% $36.3M $55.01
2025 Q2 ADDED 553,625 +165,359 +42.6% 4.30% $28.5M $51.11
2025 Q1 ADDED 388,266 +41,762 +12.1% 3.69% $19.2M $48.79
2024 Q4 REDUCED 346,504 -86,294 -19.9% 3.24% $17.2M $48.88
2024 Q3 ADDED 432,798 +72,327 +20.1% 3.11% $21.8M $49.31
2024 Q2 ADDED 360,471 +123,440 +52.1% 2.42% $17.1M $46.30
2024 Q1 INITIATED 237,031 1.66% $11.2M
% of Fund (quarterly)    IUS price (monthly, adj. close)
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