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Atomi Financial Group’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Atomi Financial Group’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
2025
Q3 		– Sell
-13,828
Closed -$712K – 1198
2025
Q2 		$712K Buy
+13,828
New +$676K 0.03% 451

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Atomi Financial Group's IUS Position: Q3 2025 in Review

Atomi Financial Group sold out of Invesco RAFI Strategic US ETF (IUS) in Q3 2025, closing a stake of 13,828 shares — an estimated $712K sold.

Atomi Financial Group first reported a position in IUS in Q2 2025 and held it in 1 quarter. The position peaked at $712K in Q2 2025. 97 funds tracked by Wall St. Rank hold IUS as of Q3 2025.

  • Atomi Financial Group reported no remaining Invesco RAFI Strategic US ETF position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 13,828 Invesco RAFI Strategic US ETF shares in Q3 2025, an estimated $712K.
  • Atomi Financial Group first reported a position in Invesco RAFI Strategic US ETF in Q2 2025 and held it in 1 quarter.
  • Atomi Financial Group's Invesco RAFI Strategic US ETF position peaked at $712K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.