Number of Shares
553,625.00
Current Holdings Value*
$28.51 Mil
% of Portfolio
4.3%
Total Estimate Gain
$3.13 Mil
% of Total Estimate Gain
10.38%

Intelligence Driven Advisers, LLC's INVESCO EXC TR SEL Holding Summary

As of 2025-06-30, Intelligence Driven Advisers, LLC held 553,625.00 shares of INVESCO EXC TR SEL(IUS), totaling $28.51 Mil. This investment constitutes 4.3% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 4.47% of the outstanding INVESCO EXC TR SEL(IUS) stock.

The initial trade took place in 2024Q1. And since then Intelligence Driven Advisers, LLC has made 5 purchases of IUS, at an average price of $47.06, for a total of 639,919.00 shares. In addition, there have been 1 sales at an average price of $50.79 for 86,294.00 shares. Based on historical transaction data and IUS's current price of $52.12, Intelligence Driven Advisers, LLC's estimated gain on his IUS holdings is $3.13 Mil, reflecting a 10.38% gain to date.

Intelligence Driven Advisers, LLC IUS ($52.12) Holding Chart

Intelligence Driven Advisers, LLC IUS ($52.12) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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