AWS
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Atria Wealth Solutions’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Atria Wealth Solutions’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
Q2 		$400K Buy
7,775
+115
+2% +$5.62K 0.01% 1024
2025
Q1 		$378K Hold
7,660
– – ﹤0.01% 1346
2024
Q4 		$380K Hold
7,660
– – ﹤0.01% 1409
2024
Q3 		$385K Buy
+7,660
New +$371K ﹤0.01% 1373
2024
Q2 		– Sell
-4,287
Closed -$203K – 2001
2024
Q1 		$203K Buy
+4,287
New +$192K ﹤0.01% 1826

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $371M AUM 21.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $13.4B AUM 19.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return