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Atlantic Union Bankshares’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Atlantic Union Bankshares’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 		$197 Hold
3
– – ﹤0.01% 1649
2026
Q1 		$174 Hold
3
– – ﹤0.01% 1701
2025
Q4 		$172 Hold
3
– – ﹤0.01% 1640
2025
Q3 		$166 Hold
3
– – ﹤0.01% 1595
2025
Q2 		$155 Buy
+3
New +$147 ﹤0.01% 1192

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

Atlantic Union Bankshares's IUS Position: Q2 2026 in Review

Atlantic Union Bankshares held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 3 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Atlantic Union Bankshares first reported a position in IUS in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Atlantic Union Bankshares held 3 shares of Invesco RAFI Strategic US ETF worth $197 as of Q2 2026.
  • Atlantic Union Bankshares left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
  • Invesco RAFI Strategic US ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1649 holding.
  • Atlantic Union Bankshares first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.