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

Centaurus Financial’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	$157K	Hold	2,390	–	–	0.01%	963
2026 Q1	$138K	Hold	2,390	–	–	0.01%	939
2025 Q4	$137K	Hold	2,390	–	–	0.01%	925
2025 Q3	$132K	Hold	2,390	–	–	0.01%	936
2025 Q2	$123K	Hold	2,390	–	–	0.01%	881
2025 Q1	$118K	Hold	2,390	–	–	0.01%	838
2024 Q4	$119K	Hold	2,390	–	–	0.01%	824
2024 Q3	$120K	Hold	2,390	–	–	0.01%	779
2024 Q2	$113K	Sell	2,390 -15	-0.6%	-$701	0.01%	753
2024 Q1	$114K	Buy	2,405 +25	+1%	+$1.12K	0.01%	735
2023 Q4	$103K	Buy	+2,380	New	+$97.1K	0.01%	750
2023 Q3	–	Sell	-2,470	Closed	-$100K	–	779
2023 Q2	$100K	Buy	+2,470	New	+$95.9K	0.01%	729

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

Centaurus Financial's IUS Position: Q2 2026 in Review

Centaurus Financial held its Invesco RAFI Strategic US ETF (IUS) position steady in Q2 2026 at 2,390 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #963.

Centaurus Financial first reported a position in IUS in Q2 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold IUS as of Q2 2026.

Centaurus Financial held 2,390 shares of Invesco RAFI Strategic US ETF worth $157K as of Q2 2026.
Centaurus Financial left its Invesco RAFI Strategic US ETF share count unchanged in Q2 2026.
Invesco RAFI Strategic US ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #963 holding.
Centaurus Financial first reported a position in Invesco RAFI Strategic US ETF in Q2 2023 and has held it in 12 quarters since.
104 funds tracked by Wall St. Rank held Invesco RAFI Strategic US ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.