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

Capital Developers’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
Q1 		$1.59M Sell
27,450
-407
-1% -$24.1K 1.43% 19
2025
Q4 		$1.59M Buy
+27,857
New +$1.57M 1.43% 19

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Developers's IUS Position: Q1 2026 in Review

Capital Developers reduced its Invesco RAFI Strategic US ETF (IUS) stake by 1.5% in Q1 2026, selling an estimated $24.1K and leaving 27,450 shares worth $1.59M. The position accounts for 1.43% of the portfolio, ranked #19.

Capital Developers first reported a position in IUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.59M in Q4 2025. 104 funds tracked by Wall St. Rank hold IUS as of Q1 2026.

  • Capital Developers held 27,450 shares of Invesco RAFI Strategic US ETF worth $1.59M as of Q1 2026.
  • Capital Developers sold 407 Invesco RAFI Strategic US ETF shares in Q1 2026, an estimated $24.1K.
  • Invesco RAFI Strategic US ETF made up 1.43% of Capital Developers's portfolio in Q1 2026, its #19 holding.
  • Capital Developers first reported a position in Invesco RAFI Strategic US ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's Invesco RAFI Strategic US ETF position peaked at $1.59M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.