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

Allworth Financial’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	$447K	Sell	6,817 -954	-12%	-$60.6K	﹤0.01%	1030
2026 Q1	$450K	Buy	7,771 +83	+1%	+$4.91K	﹤0.01%	998
2025 Q4	$439K	Sell	7,688 -2,302	-23%	-$130K	﹤0.01%	981
2025 Q3	$552K	Sell	9,990 -165	-2%	-$8.78K	﹤0.01%	865
2025 Q2	$523K	Sell	10,155 -285	-3%	-$13.9K	﹤0.01%	831
2025 Q1	$495K	Buy	10,440 +437	+4%	+$22.1K	﹤0.01%	684
2024 Q4	$512K	Buy	+10,003	New	+$508K	﹤0.01%	685

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

Allworth Financial's IUS Position: Q2 2026 in Review

Allworth Financial reduced its Invesco RAFI Strategic US ETF (IUS) stake by 12% in Q2 2026, selling an estimated $60.6K and leaving 6,817 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Allworth Financial first reported a position in IUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $552K in Q3 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Allworth Financial held 6,817 shares of Invesco RAFI Strategic US ETF worth $447K as of Q2 2026.
Allworth Financial sold 954 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $60.6K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1030 holding.
Allworth Financial first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's Invesco RAFI Strategic US ETF position peaked at $552K in Q3 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.