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AllGen Financial Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

AllGen Financial Advisors’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
2025
Q2 		– Sell
-14,414
Closed -$711K – 47
2025
Q1 		$711K Buy
14,414
+9,025
+167% +$456K 0.21% 31
2024
Q4 		$268K Buy
5,389
+724
+16% +$36.8K 0.09% 35
2024
Q3 		$235K Buy
+4,665
New +$226K 0.08% 37

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return
Raymond James Financial
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

AllGen Financial Advisors's IUS Position: Q2 2025 in Review

AllGen Financial Advisors sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2025, closing a stake of 14,414 shares — an estimated $711K sold.

AllGen Financial Advisors first reported a position in IUS in Q3 2024 and held it in 3 quarters. The position peaked at $711K in Q1 2025. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

  • AllGen Financial Advisors reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 14,414 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $711K.
  • AllGen Financial Advisors first reported a position in Invesco RAFI Strategic US ETF in Q3 2024 and held it in 3 quarters.
  • AllGen Financial Advisors's Invesco RAFI Strategic US ETF position peaked at $711K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on AllGen Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.