Anchor Investment Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Anchor Investment 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 Q1	$54.4K	Hold	940	–	–	﹤0.01%	573
2025 Q4	$53.7K	Hold	940	–	–	﹤0.01%	585
2025 Q3	$51.9K	Hold	940	–	–	﹤0.01%	579
2025 Q2	$48.4K	Hold	940	–	–	﹤0.01%	587
2025 Q1	$46.4K	Hold	940	–	–	﹤0.01%	581
2024 Q4	$46.7K	Hold	940	–	–	﹤0.01%	584
2024 Q3	$47.3K	Hold	940	–	–	﹤0.01%	578
2024 Q2	$44.6K	Hold	940	–	–	﹤0.01%	536
2024 Q1	$44.6K	Hold	940	–	–	﹤0.01%	552
2023 Q4	$40.7K	Hold	940	–	–	﹤0.01%	548
2023 Q3	$37.4K	Buy	+940	New	+$38.5K	﹤0.01%	549

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 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

KAS

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

HAG

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

MFG

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

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

Anchor Investment Management's IUS Position: Q1 2026 in Review

Anchor Investment Management held its Invesco RAFI Strategic US ETF (IUS) position steady in Q1 2026 at 940 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Anchor Investment Management first reported a position in IUS in Q3 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

Anchor Investment Management held 940 shares of Invesco RAFI Strategic US ETF worth $54.4K as of Q1 2026.
Anchor Investment Management left its Invesco RAFI Strategic US ETF share count unchanged in Q1 2026.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #573 holding.
Anchor Investment Management first reported a position in Invesco RAFI Strategic US ETF in Q3 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.