Avantax Advisory Services’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Avantax Advisory Services’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	$201K	Sell	3,905 -809	-17%	-$39.5K	﹤0.01%	2206
2025 Q1	$233K	Sell	4,714 -45	-0.9%	-$2.27K	﹤0.01%	2010
2024 Q4	$236K	Sell	4,759 -568	-11%	-$28.8K	﹤0.01%	1949
2024 Q3	$268K	Sell	5,327 -237	-4%	-$11.5K	﹤0.01%	1834
2024 Q2	$264K	Buy	5,564 +149	+3%	+$6.97K	﹤0.01%	1780
2024 Q1	$257K	Buy	+5,415	New	+$243K	﹤0.01%	1395

Other funds holding IUS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $324B AUM 22.36% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Avantax Advisory Services's IUS Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco RAFI Strategic US ETF (IUS) stake by 17% in Q2 2025, selling an estimated $39.5K and leaving 3,905 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Avantax Advisory Services first reported a position in IUS in Q1 2024 and has held it in 6 quarters since. The position peaked at $268K in Q3 2024. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

Avantax Advisory Services held 3,905 shares of Invesco RAFI Strategic US ETF worth $201K as of Q2 2025.
Avantax Advisory Services sold 809 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $39.5K.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2206 holding.
Avantax Advisory Services first reported a position in Invesco RAFI Strategic US ETF in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's Invesco RAFI Strategic US ETF position peaked at $268K in Q3 2024.
98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.