IUS — INVESCO EXCH TRD SLF IDX FD

Ownership history in Lifeworks Advisors, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, 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
0.06% (2024 Q2)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,051 +28 +0.7% 0.03% $224K $55.01
2025 Q2 REDUCED 4,023 -642 -13.8% 0.03% $207K $51.11
2025 Q1 REDUCED 4,665 -283 -5.7% 0.04% $230K $48.79
2024 Q4 REDUCED 4,948 -336 -6.4% 0.04% $246K $48.88
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% 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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