AWA
IUS icon

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
Q2 		$16.6M Buy
247,525
+44,200
+22% +$2.81M 2.05% 12
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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

ARQ Wealth Advisors's IUS Position: Q2 2026 in Review

ARQ Wealth Advisors increased its Invesco RAFI Strategic US ETF (IUS) stake by 22% in Q2 2026, buying an estimated $2.81M and bringing the position to 247,525 shares worth $16.6M. The position accounts for 2.05% of the portfolio, ranked #12.

ARQ Wealth Advisors first reported a position in IUS in Q1 2024 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • ARQ Wealth Advisors held 247,525 shares of Invesco RAFI Strategic US ETF worth $16.6M as of Q2 2026.
  • ARQ Wealth Advisors bought 44,200 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $2.81M.
  • Invesco RAFI Strategic US ETF made up 2.05% of ARQ Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • ARQ Wealth Advisors first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 10 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.