Brinker Capital Investments’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Brinker Capital Investments’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	$532K	Hold	8,118	–	–	﹤0.01%	1438
2026 Q1	$470K	Sell	8,118 -9,636	-54%	-$570K	﹤0.01%	1489
2025 Q4	$1.01M	Sell	17,754 -127	-0.7%	-$7.15K	0.01%	1223
2025 Q3	$987K	Sell	17,881 -908	-5%	-$48.3K	0.01%	1237
2025 Q2	$968K	Sell	18,789 -222	-1%	-$10.8K	0.01%	1204
2025 Q1	$938K	Buy	+19,011	New	+$961K	0.01%	1117

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

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 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 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

Brinker Capital Investments's IUS Position: Q2 2026 in Review

Brinker Capital Investments held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 8,118 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Brinker Capital Investments first reported a position in IUS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Brinker Capital Investments held 8,118 shares of Invesco RAFI Strategic US ETF worth $532K as of Q2 2026.
Brinker Capital Investments left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1438 holding.
Brinker Capital Investments first reported a position in Invesco RAFI Strategic US ETF in Q1 2025 and has held it in 6 quarters since.
Brinker Capital Investments's Invesco RAFI Strategic US ETF position peaked at $1.01M in Q4 2025.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.