AE Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

AE Wealth Management’s Portfolio IUS Stock Details IUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$51.2K	Sell	781 -16	-2%	-$1.02K	﹤0.01%	2083
2026 Q1	$46.2K	Buy	797 +151	+23%	+$8.93K	﹤0.01%	1977
2025 Q4	$36.9K	Hold	646	–	–	﹤0.01%	1906
2025 Q3	$35.7K	Sell	646 -27	-4%	-$1.44K	﹤0.01%	1786
2025 Q2	$34.7K	Hold	673	–	–	﹤0.01%	1668
2025 Q1	$33.2K	Hold	673	–	–	﹤0.01%	1649
2024 Q4	$33.4K	Buy	+673	New	+$34.2K	﹤0.01%	1630
2023 Q4	–	Sell	-55,105	Closed	-$2.19M	–	2115
2023 Q3	$2.19M	Buy	+55,105	New	+$2.26M	0.01%	821

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's IUS Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 2% in Q2 2026, selling an estimated $1.02K and leaving 781 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

AE Wealth Management first reported a position in IUS in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.19M in Q3 2023. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

AE Wealth Management held 781 shares of Invesco RAFI Strategic US ETF worth $51.2K as of Q2 2026.
AE Wealth Management sold 16 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $1.02K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2083 holding.
AE Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and has held it in 8 quarters since.
AE Wealth Management's Invesco RAFI Strategic US ETF position peaked at $2.19M in Q3 2023.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.