IUS INVESCO EXCH TRD SLF IDX FD

Ownership history in McIlrath & Eck, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which McIlrath & Eck, 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
3.61% (2023 Q2)
Avg. % of fund
1.49%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 149,237 +13,119 +9.6% 0.79% $8.5M $57.16
2025 Q3 ADDED 136,118 +6,918 +5.4% 0.78% $7.5M $55.01
2025 Q2 ADDED 129,200 +7,922 +6.5% 0.76% $6.7M $51.11
2025 Q1 REDUCED 121,278 -4,026 -3.2% 0.74% $6.0M $48.79
2024 Q4 ADDED 125,304 +5,719 +4.8% 0.79% $6.2M $48.88
2024 Q3 ADDED 119,585 +7,289 +6.5% 0.77% $6.0M $49.31
2024 Q2 ADDED 112,296 +2,282 +2.1% 0.79% $5.3M $46.30
2024 Q1 ADDED 110,014 +9,391 +9.3% 0.83% $5.2M $46.16
2023 Q4 ADDED 100,623 +10,746 +12.0% 0.77% $4.4M $41.95
2023 Q3 REDUCED 89,877 -335,363 -78.9% 0.72% $3.6M $38.41
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% of Fund (quarterly)    IUS price (monthly, adj. close)
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