Aveo Capital Partners’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Aveo Capital Partners’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	–	Sell	-607,884	Closed	-$29.3M	–	80
2025 Q1	$29.3M	Buy	607,884 +76,046	+14%	+$3.84M	4.88%	6
2024 Q4	$26.4M	Sell	531,838 -6,248	-1%	-$317K	2.89%	4
2024 Q3	$27.1M	Buy	538,086 +22,063	+4%	+$1.07M	2.87%	4
2024 Q2	$24.5M	Buy	516,023 +24,801	+5%	+$1.16M	2.78%	4
2024 Q1	$22.5M	Buy	491,222 +12,725	+3%	+$571K	2.46%	5
2023 Q4	$20.7M	Buy	478,497 +106,659	+29%	+$4.35M	2.5%	5
2023 Q3	$14.8M	Sell	371,838 -3,279	-0.9%	-$134K	1.95%	6
2023 Q2	$15.2M	Buy	375,117 +14,903	+4%	+$579K	1.93%	8
2023 Q1	$13.8M	Sell	360,214 -25,439	-7%	-$959K	1.84%	11
2022 Q4	$14.1M	Buy	385,653 +378,777	+5,509%	+$13.8M	2.12%	6
2022 Q3	$228K	Buy	+6,876	New	+$253K	0.04%	246

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

Aveo Capital Partners's IUS Position: Q2 2025 in Review

Aveo Capital Partners sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2025, closing a stake of 607,884 shares — an estimated $29.3M sold.

Aveo Capital Partners first reported a position in IUS in Q3 2022 and held it in 11 quarters. The position peaked at $29.3M in Q1 2025. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

Aveo Capital Partners reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 607,884 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $29.3M.
Aveo Capital Partners first reported a position in Invesco RAFI Strategic US ETF in Q3 2022 and held it in 11 quarters.
Aveo Capital Partners's Invesco RAFI Strategic US ETF position peaked at $29.3M in Q1 2025.
98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.