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

Other funds holding IUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RBWA

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

Atria Wealth Solutions's IUS Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco RAFI Strategic US ETF (IUS) stake by 1.5% in Q2 2025, buying an estimated $5.62K and bringing the position to 7,775 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #1024.

Atria Wealth Solutions first reported a position in IUS in Q1 2024 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

Atria Wealth Solutions held 7,775 shares of Invesco RAFI Strategic US ETF worth $400K as of Q2 2025.
Atria Wealth Solutions bought 115 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $5.62K.
Invesco RAFI Strategic US ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1024 holding.
Atria Wealth Solutions first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.