AWA
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ARQ Wealth Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

ARQ Wealth 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
2026
Q1 		$11.8M Buy
203,325
+6,533
+3% +$387K 2.12% 10
2025
Q4 		$11.2M Buy
196,792
+218
+0.1% +$12.3K 3.04% 8
2025
Q3 		$10.9M Sell
196,574
-11,564
-6% -$616K 3.21% 6
2025
Q2 		$10.3M Hold
208,138
– – 3.53% 4
2025
Q1 		$10.3M Buy
208,138
+1,456
+0.7% +$73.6K 3.81% 4
2024
Q4 		$10.3M Buy
206,682
+5,228
+3% +$265K 3.91% 5
2024
Q3 		$10M Buy
201,454
+4,123
+2% +$200K 3.78% 7
2024
Q2 		$9.36M Buy
197,331
+53,476
+37% +$2.5M 4.05% 6
2024
Q1 		$6.83M Buy
+143,855
New +$6.46M 2.97% 11

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return