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Beacon Pointe Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Beacon Pointe Advisors’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
2026
Q2 		$14.5M Buy
221,390
+14,742
+7% +$936K 0.07% 258
2026
Q1 		$12M Buy
206,648
+27,258
+15% +$1.61M 0.06% 277
2025
Q4 		$10.3M Buy
179,390
+27,510
+18% +$1.55M 0.07% 253
2025
Q3 		$8.39M Buy
+151,880
New +$8.08M 0.07% 255

Other funds holding IUS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
ABWM
Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $616M AUM 24.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
Raymond James Financial
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beacon Pointe Advisors's IUS Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Invesco RAFI Strategic US ETF (IUS) stake by 7.1% in Q2 2026, buying an estimated $936K and bringing the position to 221,390 shares worth $14.5M. The position accounts for 0.07% of the portfolio, ranked #258.

Beacon Pointe Advisors first reported a position in IUS in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Beacon Pointe Advisors held 221,390 shares of Invesco RAFI Strategic US ETF worth $14.5M as of Q2 2026.
  • Beacon Pointe Advisors bought 14,742 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $936K.
  • Invesco RAFI Strategic US ETF made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #258 holding.
  • Beacon Pointe Advisors first reported a position in Invesco RAFI Strategic US ETF in Q3 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.