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BridgePort Financial Solutions’s Invesco RAFI Strategic US ETF IUS Stock Holding History

BridgePort Financial 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 		– Sell
-11,739
Closed -$579K – 201
2025
Q1 		$579K Buy
11,739
+5,294
+82% +$267K 0.26% 85
2024
Q4 		$326K Buy
+6,445
New +$327K 0.15% 122

Other funds holding IUS

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Envestnet Asset Management
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
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
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
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

BridgePort Financial Solutions's IUS Position: Q2 2025 in Review

BridgePort Financial Solutions sold out of Invesco RAFI Strategic US ETF (IUS) in Q2 2025, closing a stake of 11,739 shares — an estimated $579K sold.

BridgePort Financial Solutions first reported a position in IUS in Q4 2024 and held it in 2 quarters. The position peaked at $579K in Q1 2025. 98 funds tracked by Wall St. Rank hold IUS as of Q2 2025.

  • BridgePort Financial Solutions reported no remaining Invesco RAFI Strategic US ETF position as of Q2 2025 after selling out during the quarter.
  • BridgePort Financial Solutions sold 11,739 Invesco RAFI Strategic US ETF shares in Q2 2025, an estimated $579K.
  • BridgePort Financial Solutions first reported a position in Invesco RAFI Strategic US ETF in Q4 2024 and held it in 2 quarters.
  • BridgePort Financial Solutions's Invesco RAFI Strategic US ETF position peaked at $579K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2025.

Based on BridgePort Financial Solutions's 13F filing for Q2 2025, filed 22 Jul 2025.