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CCG Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

CCG Wealth Management’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 		$1.77M Sell
26,991
-97
-0.4% -$6.16K 0.41% 37
2026
Q1 		$1.57M Buy
27,088
+22,922
+550% +$1.36M 0.43% 39
2025
Q4 		$238K Buy
+4,166
New +$235K 0.1% 93

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

CCG Wealth Management's IUS Position: Q2 2026 in Review

CCG Wealth Management reduced its Invesco RAFI Strategic US ETF (IUS) stake by 0.36% in Q2 2026, selling an estimated $6.16K and leaving 26,991 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #37.

CCG Wealth Management first reported a position in IUS in Q4 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

  • CCG Wealth Management held 26,991 shares of Invesco RAFI Strategic US ETF worth $1.77M as of Q2 2026.
  • CCG Wealth Management sold 97 Invesco RAFI Strategic US ETF shares in Q2 2026, an estimated $6.16K.
  • Invesco RAFI Strategic US ETF made up 0.41% of CCG Wealth Management's portfolio in Q2 2026, its #37 holding.
  • CCG Wealth Management first reported a position in Invesco RAFI Strategic US ETF in Q4 2025 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.