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IUSIUS
16 quarters

Position history for MFMerit Financial Group, LLC's holdings in INVESCO EXCH TRD SLF IDX FD

Merit Financial Group, LLC holds 246,487 shares of IUS (INVESCO EXCH TRD SLF IDX FD), worth $16.2M as of 2026-Q2. The position was increased (+0.7% shares). IUS represents 0.1% of Merit Financial Group, LLC's portfolio.

Current Value

$16.2M

Current Shares

246,487

Total Value Change

+$8.4M

Total Shares Change

+13,545

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
246,487
+0.7%
$16.2M0.1%$65.58
28
2026-Q1
Increased
244,843
+2.1%
$14.2M0.1%$59.87
34
2025-Q4
Decreased
239,878
-0.8%
$13.7M0.1%$57.55
0
2025-Q3
Increased
241,858
+2.2%
$13.4M0.1%$54.83
34
2025-Q2
Decreased
236,620
-2.8%
$12.2M0.1%$50.92
0
2025-Q1
Decreased
243,358
-14.9%
$12M0.2%$48.37
0
2024-Q4
Increased
286,049
+32.5%
$14.2M0.3%$48.83
43
2024-Q3
Decreased
215,822
-14.0%
$10.9M0.2%$49.15
0
2024-Q2
Increased
250,960
+0.4%
$11.9M0.3%$46.30
33
2024-Q1
Decreased
249,961
-50.8%
$11.5M0.3%$46.16
0
2023-Q4
Increased
508,228
+6.6%
$22M0.7%$41.95
43
2023-Q3
Increased
476,811
+2.0%
$19M0.6%$38.41
41
2023-Q2
Increased
467,474
+42.0%
$18.9M0.6%$38.57
53
2023-Q1
Increased
329,324
+43.9%
$12.6M0.5%$36.08
45
2022-Q4
Decreased
228,900
-1.7%
$8.4M0.3%$34.73
0
2022-Q3
New
232,942
-
$7.7M0.3%$31.86
45

Other major holders of IUS: LPL Financial LLC

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