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

Alpine Bank 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	$38.7M	Buy	+590,590	New	+$37.5M	4.97%	3

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

IDA

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LWM

Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return

Alpine Bank Wealth Management's IUS Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Invesco RAFI Strategic US ETF (IUS) in Q2 2026: 590,590 shares worth $38.7M. The stake represents 4.97% of the portfolio and ranks #3 among its holdings.

62 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Alpine Bank Wealth Management held 590,590 shares of Invesco RAFI Strategic US ETF worth $38.7M as of Q2 2026.
Invesco RAFI Strategic US ETF was a new Alpine Bank Wealth Management position in Q2 2026.
Invesco RAFI Strategic US ETF made up 4.97% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #3 holding.
62 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.