Cambridge Investment Research Advisors
IUS icon

Cambridge Investment Research Advisors’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Cambridge Investment Research 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 		$6.31M Sell
96,203
-3,459
-3% -$220K 0.01% 894
2026
Q1 		$5.77M Buy
99,662
+3,547
+4% +$210K 0.01% 887
2025
Q4 		$5.49M Buy
96,115
+6,258
+7% +$352K 0.01% 875
2025
Q3 		$4.96M Buy
89,857
+2,971
+3% +$158K 0.01% 924
2025
Q2 		$4.47M Sell
86,886
-4,620
-5% -$226K 0.01% 913
2025
Q1 		$4.52M Buy
91,506
+5,833
+7% +$295K 0.02% 859
2024
Q4 		$4.25M Buy
85,673
+20,256
+31% +$1.03M 0.01% 895
2024
Q3 		$3.29M Buy
65,417
+13,301
+26% +$645K 0.01% 1025
2024
Q2 		$2.47M Buy
52,116
+12,942
+33% +$605K 0.01% 1146
2024
Q1 		$1.86M Buy
39,174
+7,715
+25% +$346K 0.01% 1317
2023
Q4 		$1.36M Sell
31,459
-7,980
-20% -$326K 0.01% 1447
2023
Q3 		$1.57M Sell
39,439
-526
-1% -$21.6K 0.01% 1281
2023
Q2 		$1.62M Sell
39,965
-584
-1% -$22.7K 0.01% 1293
2023
Q1 		$1.55M Buy
40,549
+2,505
+7% +$94.4K 0.01% 1283
2022
Q4 		$1.39M Buy
+38,044
New +$1.38M 0.01% 1298

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

Cambridge Investment Research Advisors's IUS Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco RAFI Strategic US ETF (IUS) stake by 3.5% in Q2 2026, selling an estimated $220K and leaving 96,203 shares worth $6.31M. The position accounts for 0.01% of the portfolio, ranked #894.

Cambridge Investment Research Advisors first reported a position in IUS in Q4 2022 and has held it in 15 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • Cambridge Investment Research Advisors held 96,203 shares of Invesco RAFI Strategic US ETF worth $6.31M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 3,459 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $220K.
  • Invesco RAFI Strategic US ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #894 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco RAFI Strategic US ETF in Q4 2022 and has held it in 15 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.